Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$437K Sell
2025
Q2
$622K Buy
2025
Q1
$358K Sell
2024
Q4
$472K Buy
2024
Q3
$483K Sell
2024
Q2
$449K Sell
2024
Q1
$512K Sell
2023
Q4
$895K Buy