Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$470K Sell
2025
Q2
$612K Sell
2025
Q1
$579K Sell
2024
Q4
$473K Buy
2024
Q3
$442K Buy
2024
Q2
$432K Buy
2024
Q1
$464K Buy
2023
Q4
Sell
2023
Q3
$402K Buy
2023
Q2
$420K Buy
2023
Q1
$336K Sell
2022
Q4
$357K Buy
2022
Q3
$300K Buy