Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$447K Sell
2025
Q2
$651K Sell
2025
Q1
$1.06M Sell
2024
Q4
$1.22M Sell
2024
Q3
$1.67M Sell
2024
Q2
$1.14M Buy