Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$459K Sell
2025
Q2
$606K Sell
2025
Q1
$720K Sell
2024
Q4
$814K Buy
2024
Q3
$708K Sell
2024
Q2
$786K Buy
2024
Q1
$688K Sell
2023
Q4
$569K Buy
2023
Q3
$526K Sell
2023
Q2
$666K Buy
2023
Q1
$253K Buy