Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$494K Sell
2025
Q2
$613K Sell
2025
Q1
$516K Buy
2024
Q4
$567K Buy
2024
Q3
$438K Sell
2024
Q2
$461K Buy
2024
Q1
$251K Buy