Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$550K Sell
2025
Q2
$889K Sell
2025
Q1
$910K Sell
2024
Q4
$1.12M Buy
2024
Q3
$1.22M Sell
2024
Q2
$1.86M Sell
2024
Q1
$15.3M Sell
2023
Q4
$18.1M Buy