Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$503K Buy
2025
Q2
$549K Buy
2025
Q1
$509K Buy
2024
Q4
$505K Buy
2024
Q3
$626K Sell
2024
Q2
$546K Buy
2024
Q1
$566K Sell
2023
Q4
$571K Sell
2023
Q3
$511K Sell
2023
Q2
$566K Buy
2023
Q1
$519K Sell
2022
Q4
$667K Sell
2022
Q3
$533K Buy
2022
Q2
$559K Buy
2022
Q1
$553K Buy