Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$524K Sell
2025
Q2
$763K Sell
2025
Q1
$949K Sell
2024
Q4
$995K Sell
2024
Q3
$927K Buy
2024
Q2
$563K Sell
2024
Q1
$598K Buy
2023
Q4
$207K Sell
2023
Q3
$209K Buy