Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$940K Buy
2025
Q2
$925K Sell
2025
Q1
$995K Buy
2024
Q4
$717K Sell
2024
Q3
$726K Sell
2024
Q2
$634K Sell
2024
Q1
$939K Buy
2023
Q4
$470K Buy
2023
Q3
$407K Sell
2023
Q2
$438K Sell
2023
Q1
$605K Buy
2022
Q4
$536K Buy
2022
Q3
$428K Sell
2022
Q2
$588K Sell
2022
Q1
$751K Buy
2021
Q4
$738K Buy