Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$620K Sell
2025
Q2
$620K Sell
2025
Q1
$475K Sell
2024
Q4
$526K Sell
2024
Q3
$903K Sell
2024
Q2
$967K Sell
2024
Q1
$894K Buy
2023
Q4
$215K Buy