Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$494K Sell
2025
Q2
$469K Sell
2025
Q1
$422K Buy
2024
Q4
$482K Sell
2024
Q3
$618K Sell
2024
Q2
$645K Buy
2024
Q1
$563K Sell
2023
Q4
$536K Sell
2023
Q3
$538K Buy