Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$745K Sell
2025
Q2
$737K Sell
2025
Q1
$783K Sell
2024
Q4
$695K Sell
2024
Q3
$775K Sell
2024
Q2
$888K Sell
2024
Q1
$857K Sell
2023
Q4
$843K Sell
2023
Q3
$909K Buy