Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$667K Sell
2025
Q2
$531K Buy
2025
Q1
$384K Sell
2024
Q4
$581K Sell
2024
Q3
$658K Buy
2024
Q2
$603K Buy
2024
Q1
$286K Sell
2023
Q4
$429K Sell
2023
Q3
$372K Buy
2023
Q2
$427K Buy
2023
Q1
$234K Buy