Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Sell
2025
Q2
$334K Sell
2025
Q1
$551K Sell
2024
Q4
$574K Sell
2024
Q3
$836K Sell
2024
Q2
$782K Sell
2024
Q1
$1.05M Sell
2023
Q4
$1.05M Sell
2023
Q3
$1.06M Buy
2023
Q2
$1.13M Buy
2023
Q1
$1.15M Buy
2022
Q4
$1.14M Buy
2022
Q3
$668K Buy