Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$366K Sell
2025
Q2
$469K Sell
2025
Q1
$476K Sell
2024
Q4
$678K Sell
2024
Q3
$620K Sell
2024
Q2
$532K Buy
2024
Q1
$524K Sell
2023
Q4
$648K Buy