Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$386K Sell
2025
Q2
$591K Sell
2025
Q1
$642K Buy
2024
Q4
$765K Sell
2024
Q3
$876K Sell
2024
Q2
$974K Sell
2024
Q1
$1.35M Sell
2023
Q4
$1.41M Buy