Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$638K Sell
2025
Q2
$435K Buy
2025
Q1
$440K Sell
2024
Q4
$393K Sell
2024
Q3
$466K Buy
2024
Q2
$586K Buy
2024
Q1
$800K Buy
2023
Q4
$904K Sell
2023
Q3
$694K Sell
2023
Q2
$678K Buy
2023
Q1
$645K Buy
2022
Q4
$469K Buy