Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Sell
2025
Q2
$568K Sell
2025
Q1
$589K Sell
2024
Q4
$1.61M Sell
2024
Q3
$1.57M Buy
2024
Q2
$817K Sell
2024
Q1
$1.21M Buy
2023
Q4
$1.12M Sell
2023
Q3
$1.11M Buy