Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$586K Sell
2025
Q2
$799K Sell
2025
Q1
$932K Buy
2024
Q4
$583K Sell
2024
Q3
$876K Buy
2024
Q2
$666K Buy
2024
Q1
$458K Buy
2023
Q4
$374K Buy
2023
Q3
$318K Buy
2023
Q2
$95K Sell
2023
Q1
$619K Buy
2022
Q4
$239K Buy
2022
Q3
$140K Buy
2022
Q2
$34K Buy