Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$702K Sell
2025
Q2
$348K Buy
2025
Q1
$184K Sell
2024
Q4
$235K Buy
2024
Q3
$224K Sell
2024
Q2
$272K Sell
2024
Q1
$300K Sell
2023
Q4
$955K Sell
2023
Q3
$959K Buy