Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$534K Sell
2025
Q2
$521K Buy
2025
Q1
$415K Sell
2024
Q4
$504K Sell
2024
Q3
$463K Buy
2024
Q2
$524K Sell
2024
Q1
$600K Sell
2023
Q4
$908K Hold
2023
Q3
$668K Buy
2023
Q2
$720K Sell
2023
Q1
$764K Buy
2022
Q4
$656K Sell
2022
Q3
$453K Buy