Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Sell
2025
Q2
$524K Sell
2025
Q1
$981K Buy
2024
Q4
$783 Sell
2024
Q3
$849K Buy
2024
Q2
$704K Buy
2024
Q1
$712K Sell
2023
Q4
$2.97M Sell
2023
Q3
$3.18M Buy