Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$520K Sell
2025
Q2
$425K Sell
2025
Q1
$332K Buy
2024
Q4
$294K Sell
2024
Q3
$387K Buy
2024
Q2
$341K Sell
2024
Q1
$308K Sell
2023
Q4
$259K Buy
2022
Q1
Sell
2021
Q4
$203K Buy