Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$779K Sell
2025
Q2
$892K Sell
2025
Q1
$968K Sell
2024
Q4
$1.03M Sell
2024
Q3
$954K Buy
2024
Q2
Sell
2024
Q1
$211K Buy
2023
Q4
$206K Buy
2023
Q3
$242K Buy