Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$646K Sell
2025
Q2
$813K Sell
2025
Q1
$806K Sell
2024
Q4
$688K Buy
2024
Q3
$633K Sell
2024
Q2
$563K Sell
2024
Q1
$521K Sell
2023
Q4
$526K Sell
2023
Q3
$530K Buy