Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$719K Sell
2025
Q2
$761K Sell
2025
Q1
$727K Buy
2024
Q4
$561K Buy
2024
Q3
$507K Sell
2024
Q2
$403K Sell
2024
Q1
$454K Sell
2023
Q4
$398K Buy