Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$582K Buy
2025
Q2
$583K Sell
2025
Q1
$514K Sell
2024
Q4
$542K Buy
2024
Q3
$475K Sell
2024
Q2
$416K Buy
2024
Q1
$420K Sell
2023
Q4
$390K Sell
2023
Q3
$493K Sell
2023
Q2
$508K Sell
2023
Q1
$559K Buy