Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$772K Buy
2025
Q2
$756K Sell
2025
Q1
$731K Buy
2024
Q4
$638K Buy
2024
Q3
$675K Buy
2024
Q2
$504K Sell
2024
Q1
$523K Sell
2023
Q4
$571K Sell
2023
Q3
$509K Buy
2023
Q2
$536K Buy
2023
Q1
$542K Sell
2022
Q4
$777K Sell
2022
Q3
$734K Sell
2022
Q2
$862K Buy
2022
Q1
$948K Buy
2021
Q4
$859K Buy