Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$555K Buy
2025
Q2
$394K Buy
2025
Q1
$296K Sell
2024
Q4
$533K Sell
2024
Q3
$407K Sell
2024
Q2
$314K Sell
2024
Q1
$336K Buy