Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$526K Sell
2025
Q2
$494K Sell
2025
Q1
$466K Buy
2024
Q4
$377 Sell
2024
Q3
$359K Sell
2024
Q2
$368K Buy
2024
Q1
$362K Sell
2023
Q4
$302K Sell
2023
Q3
$352K Buy