Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Sell
2025
Q2
$677K Sell
2025
Q1
$1.42M Sell
2024
Q4
$1.46M Sell
2024
Q3
$1.34M Buy
2024
Q2
$965K Sell
2024
Q1
$1.17M Buy
2023
Q4
$867K Sell
2023
Q3
$885K Buy