Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$488K Sell
2025
Q2
$523K Sell
2025
Q1
$609K Sell
2024
Q4
$629K Sell
2024
Q3
$825K Sell
2024
Q2
$962K Sell
2024
Q1
$1.17M Sell
2023
Q4
$1.2M Sell
2023
Q3
$1.11M Buy