Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$518K Sell
2025
Q2
$509K Buy
2025
Q1
$614K Sell
2024
Q4
$590K Sell
2024
Q3
$628K Sell
2024
Q2
$708K Sell
2024
Q1
$957K Sell
2023
Q4
$987K Sell
2023
Q3
$1.43M Buy