Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$781K Buy
2025
Q2
$684K Sell
2025
Q1
$678K Sell
2024
Q4
$679K Sell
2024
Q3
$570K Buy
2023
Q4
Sell
2023
Q3
$371K Sell
2023
Q2
$727K Buy
2023
Q1
$563K Buy