Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$745K Sell
2025
Q2
$798K Sell
2025
Q1
$751K Sell
2024
Q4
$628K Sell
2024
Q3
$813K Sell
2024
Q2
$728K Buy
2024
Q1
$81.3K Buy
2023
Q4
$29K Buy
2023
Q3
$22K Buy
2023
Q2
$5K Sell
2023
Q1
$23K Sell
2022
Q4
$43K Buy
2022
Q3
$8K Buy
2022
Q2
$4K Buy