Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Sell
2025
Q2
$1.09M Sell
2025
Q1
$685K Sell
2024
Q4
$755K Sell
2024
Q3
$634K Buy
2024
Q2
$570K Sell
2024
Q1
$748K Sell
2023
Q4
$877K Buy