Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$493K Sell
2025
Q2
$489K Sell
2025
Q1
$479K Sell
2024
Q4
$442K Buy
2024
Q3
$399K Sell
2024
Q2
$426K Buy
2024
Q1
$403K Sell
2023
Q4
$907K Buy