Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$971K Sell
2025
Q2
$891K Sell
2025
Q1
$888K Sell
2024
Q4
$791K Buy
2024
Q3
$572K Buy
2024
Q2
$267K Sell
2024
Q1
$422K Buy
2023
Q4
$210K Sell
2023
Q3
$467K Buy