Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$513K Sell
2025
Q2
$917K Sell
2025
Q1
$821K Sell
2024
Q4
$1.22M Buy
2024
Q3
$211K Sell
2024
Q2
$545K Buy
2024
Q1
$211K Buy