Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$800K Sell
2025
Q2
$832K Sell
2025
Q1
$763K Sell
2024
Q4
$917K Sell
2024
Q3
$872K Sell
2024
Q2
$775K Buy
2024
Q1
$775K Sell
2023
Q4
$773K Buy