Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$730K Sell
2025
Q2
$698K Sell
2025
Q1
$622K Buy
2024
Q4
$522K Sell
2024
Q3
$454K Buy
2024
Q2
$365K Sell
2024
Q1
$643K Sell
2023
Q4
$1.64M Sell
2023
Q3
$1.62M Buy