Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Sell
2025
Q2
$252K Sell
2025
Q1
$335K Sell
2024
Q4
$305K Buy
2024
Q3
$291K Sell
2024
Q2
$280K Sell
2024
Q1
$376K Sell
2023
Q4
$783K Sell
2023
Q3
$1.35M Buy
2023
Q2
$1.43M Buy
2023
Q1
$1.31M Buy