Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$395K Sell
2025
Q2
$474K Sell
2025
Q1
$609K Sell
2024
Q4
$619K Sell
2024
Q3
$858K Sell
2024
Q2
$908K Buy
2024
Q1
$1.13M Buy
2023
Q4
$952K Buy