Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$686K Sell
2025
Q2
$767K Buy
2025
Q1
$683K Sell
2024
Q4
$845K Sell
2024
Q3
$1.06M Sell
2024
Q2
$1.64M Buy
2024
Q1
$883K Buy