Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$940K Buy
2025
Q2
$799K Sell
2025
Q1
$784K Buy
2024
Q4
$494K Buy
2024
Q3
$434K Buy
2024
Q2
$301K Sell
2024
Q1
$366K Sell
2023
Q4
$400K Sell
2023
Q3
$430K Buy
2023
Q2
$487K Sell
2023
Q1
$537K Sell
2022
Q4
$887K Buy
2022
Q3
$795K Buy
2022
Q2
$570K Buy
2022
Q1
$550K Buy
2021
Q4
$438K Buy