Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$126K Sell
2025
Q2
$152K Sell
2025
Q1
$318K Sell
2024
Q4
$579K Sell
2024
Q3
$831K Buy
2024
Q2
$665K Sell
2024
Q1
$979K Sell
2023
Q4
$855K Sell
2023
Q3
$724K Sell
2023
Q2
$8.9M Buy