Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$749K Sell
2025
Q2
$739K Sell
2025
Q1
$807K Buy
2024
Q4
$651K Sell
2024
Q3
$737K Sell
2024
Q2
$1.11M Buy
2024
Q1
$961K Sell
2023
Q4
$964K Buy
2023
Q3
$649K Buy