Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$700K Sell
2025
Q2
$835K Sell
2025
Q1
$949K Buy
2024
Q4
$771K Sell
2024
Q3
$1.16M Buy
2024
Q2
$754K Buy
2024
Q1
$555K Buy
2023
Q4
$422K Sell
2023
Q3
$463K Buy
2023
Q2
$292K Sell
2023
Q1
$917K Buy
2022
Q4
$723K Buy
2022
Q3
$372K Buy
2022
Q2
$328K Buy