Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Sell
2025
Q2
$647K Buy
2025
Q1
$488K Sell
2024
Q4
$467K Sell
2024
Q3
$508K Buy
2024
Q2
$340K Sell
2024
Q1
$502K Buy