Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$216K Sell
2025
Q2
$248K Sell
2025
Q1
$233K Sell
2024
Q4
$370K Sell
2024
Q3
$597K Sell
2024
Q2
$504K Sell
2024
Q1
$517K Sell
2023
Q4
$492K Sell
2023
Q3
$679K Sell
2023
Q2
$751K Buy
2023
Q1
$653K Buy