Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Sell
2025
Q2
$539K Sell
2025
Q1
$748K Buy
2024
Q4
$732K Sell
2024
Q3
$733K Buy
2024
Q2
$463K Sell
2024
Q1
$456K Buy
2023
Q4
$394K Sell
2023
Q3
$383K Buy