Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$642K Sell
2025
Q2
$662K Buy
2025
Q1
$679K Sell
2024
Q4
$612K Sell
2024
Q3
$649K Buy
2024
Q2
$713K Buy
2024
Q1
$622K Buy
2023
Q4
$602K Buy
2023
Q3
$582K Buy
2023
Q2
$530K Sell
2023
Q1
$508K Sell
2022
Q4
$519K Sell
2022
Q3
$444K Buy
2022
Q2
$321K Buy
2022
Q1
$326K Buy