Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$931K Sell
2025
Q2
$863K Buy
2025
Q1
$574K Buy
2024
Q4
$679K Sell
2024
Q3
$654K Sell
2024
Q2
$1.07M Buy
2024
Q1
$486K Buy
2023
Q4
$233K Buy
2023
Q3
$150K Buy
2023
Q2
$49K Sell
2023
Q1
$259K Buy
2022
Q4
$135K Buy
2022
Q3
$84K Buy
2022
Q2
$37K Buy