Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$659K Sell
2025
Q2
$653K Buy
2025
Q1
$691K Sell
2024
Q4
$818K Sell
2024
Q3
$939K Sell
2024
Q2
$1.04M Sell
2024
Q1
$1.04M Buy