Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$6.61K Sell
2025
Q1
$496K Sell
2024
Q4
$488K Sell
2024
Q3
$878K Sell
2024
Q2
$759K Buy
2024
Q1
$878K Sell
2023
Q4
$786K Sell
2023
Q3
$711K Sell
2023
Q2
$749K Buy