Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$748K Buy
2025
Q2
$733K Sell
2025
Q1
$707K Sell
2024
Q4
$644K Buy
2024
Q3
$657K Sell
2024
Q2
$509K Sell
2024
Q1
$518K Sell
2023
Q4
$557K Sell
2023
Q3
$522K Buy
2023
Q2
$539K Buy
2023
Q1
$539K Sell
2022
Q4
$618K Buy