Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$756K Sell
2025
Q2
$759K Sell
2025
Q1
$781K Sell
2024
Q4
$692K Buy
2024
Q3
$726K Buy
2024
Q2
$671K Buy
2024
Q1
$446K Buy
2023
Q4
$336K Buy
2022
Q3
Sell
2022
Q2
$207K Buy