Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$800K Sell
2025
Q2
$585K Sell
2025
Q1
$527K Buy
2024
Q4
$739K Sell
2024
Q3
$513K Sell
2024
Q2
$594K Sell
2024
Q1
$499K Sell
2023
Q4
$711K Buy