Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$475K Sell
2025
Q2
$399K Sell
2025
Q1
$386K Sell
2024
Q4
$502K Buy
2024
Q3
$614K Sell
2024
Q2
$680K Sell
2024
Q1
$594K Sell
2023
Q4
$525K Sell
2023
Q3
$450K Sell
2023
Q2
$486K Buy
2023
Q1
$272K Buy