Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$859K Sell
2025
Q2
$958K Sell
2025
Q1
$825K Sell
2024
Q4
$758K Sell
2024
Q3
$770K Sell
2024
Q2
$611K Buy
2024
Q1
$641K Buy
2023
Q4
$600K Buy