Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$601K Sell
2025
Q2
$796K Sell
2025
Q1
$860K Sell
2024
Q4
$1.73M Sell
2024
Q3
$1.91M Buy
2024
Q2
$1.44M Sell
2024
Q1
$1.57M Buy
2023
Q4
$1.23M Buy
2023
Q3
$868K Sell
2023
Q2
$1M Buy