Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$953K Sell
2025
Q2
$982K Buy
2025
Q1
$950K Sell
2024
Q4
$779K Sell
2024
Q3
$764K Buy
2024
Q2
$662K Sell
2024
Q1
$639K Sell
2023
Q4
$713K Sell
2023
Q3
$819K Sell
2023
Q2
$908K Buy
2023
Q1
$1.08M Buy
2022
Q4
$1.01M Buy