Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$376K Sell
2025
Q2
$591K Sell
2025
Q1
$1.3M Buy
2024
Q4
Sell
2024
Q3
$914K Sell
2024
Q2
$4.04M Sell
2024
Q1
$6.01M Buy