Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$748K Sell
2025
Q2
$619K Sell
2025
Q1
$467K Sell
2024
Q4
$566K Sell
2024
Q3
$549K Sell
2024
Q2
$557K Sell
2024
Q1
$496K Sell
2023
Q4
$504K Buy
2023
Q3
$375K Buy
2023
Q2
$415K Buy
2023
Q1
$381K Buy
2022
Q4
$239K Buy