Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$676K Sell
2025
Q2
$851K Sell
2025
Q1
$937K Sell
2024
Q4
$2.03M Sell
2024
Q3
$2.32M Buy
2024
Q2
$1.1M Sell
2024
Q1
$1.48M Buy
2023
Q4
$835K Sell
2023
Q3
$751K Buy