Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28M Sell
2025
Q2
$1.38M Buy
2025
Q1
$275K Sell
2024
Q4
$1.17M Buy
2024
Q2
Sell
2024
Q1
$287K Sell
2023
Q4
$717K Sell
2023
Q3
$561K Buy