Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Sell
2025
Q2
$722K Sell
2025
Q1
$697K Sell
2024
Q4
$607K Sell
2024
Q3
$584K Buy
2024
Q2
$539K Buy
2024
Q1
$466K Buy
2023
Q4
$273K Buy
2022
Q3
Sell
2022
Q2
$274K Buy
2022
Q1
$284K Buy