Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$860K Sell
2025
Q2
$818K Buy
2025
Q1
$432K Sell
2024
Q4
$1.28M Buy
2024
Q3
$551K Buy
2024
Q2
$85K Sell
2024
Q1
$182K Sell
2023
Q4
$509K Buy
2023
Q3
$389K Buy
2023
Q2
$427K Sell
2023
Q1
$872K Buy
2022
Q4
$81K Buy
2022
Q3
$23K Sell
2022
Q2
$545K Buy
2022
Q1
$790K Buy