Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$554K Sell
2025
Q2
$493K Sell
2025
Q1
$434K Sell
2024
Q4
$838K Sell
2024
Q3
$900K Buy
2024
Q2
$900K Buy
2024
Q1
$299K Buy