Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$584K Sell
2025
Q2
$589K Buy
2025
Q1
$539K Buy
2024
Q4
$362K Sell
2024
Q3
$496K Sell
2024
Q2
$366K Sell
2024
Q1
$521K Buy
2023
Q4
$513K Buy
2023
Q3
$503K Sell
2023
Q2
$900K Sell
2023
Q1
$1.16M Buy