Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$514K Buy
2025
Q2
$483K Sell
2025
Q1
$559K Sell
2024
Q4
$640K Sell
2024
Q3
$738K Sell
2024
Q2
$852K Buy
2024
Q1
$907K Buy
2023
Q4
$728K Buy
2023
Q3
$676K Sell
2023
Q2
$783K Buy
2023
Q1
$527K Buy