Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$506K Sell
2025
Q2
$466K Sell
2025
Q1
$511K Hold
2024
Q4
$606K Sell
2024
Q3
$604K Sell
2024
Q2
$604K Sell
2024
Q1
$480K Sell
2023
Q4
$554K Sell
2023
Q3
$550K Sell
2023
Q2
$599K Sell
2023
Q1
$517K Buy