Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$777K Sell
2025
Q2
$556K Sell
2025
Q1
$540K Sell
2024
Q4
$883K Sell
2024
Q3
$798K Buy
2024
Q2
$569K Sell
2024
Q1
$549K Buy
2023
Q4
$774K Sell
2023
Q3
$813K Buy
2023
Q2
$755K Buy
2023
Q1
$501K Buy