Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$631K Sell
2025
Q2
$682K Sell
2025
Q1
$722K Buy
2024
Q4
$757K Sell
2024
Q3
$771K Buy
2024
Q2
$743K Buy
2024
Q1
$310K Buy
2023
Q4
$166K Sell
2023
Q3
$140K Sell
2023
Q2
$121K Sell
2023
Q1
$140K Buy