Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$513K Sell
2025
Q2
$585K Sell
2025
Q1
$729K Sell
2024
Q4
$752K Sell
2024
Q3
$740K Sell
2024
Q2
$736K Buy
2024
Q1
$36.1K Hold
2023
Q4
$31.6K Buy