Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Sell
2025
Q2
$326K Sell
2025
Q1
$442K Sell
2024
Q4
$574K Buy
2024
Q3
$651K Buy
2024
Q2
$614K Sell
2024
Q1
$936K Sell
2023
Q4
$789K Buy
2023
Q3
$584K Buy
2023
Q2
Sell
2023
Q1
$553K Sell
2022
Q4
$531K Buy
2022
Q3
$437K Buy