Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$782K Buy
2025
Q2
$839K Sell
2025
Q1
$721K Buy
2024
Q4
$632K Sell
2024
Q3
$691K Buy
2024
Q2
$613K Buy
2024
Q1
$575K Sell
2023
Q4
$522K Buy
2023
Q3
$574K Buy
2023
Q2
$574K Sell
2023
Q1
$605K Sell
2022
Q4
$589K Buy
2022
Q3
$525K Buy
2022
Q2
$548K Buy