Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$203K Sell
2025
Q1
$316K Sell
2024
Q4
$496K Buy
2024
Q3
$440K Sell
2024
Q2
$514K Sell
2024
Q1
$702K Sell
2023
Q4
$550K Sell
2023
Q3
$668K Buy