Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$713K Sell
2025
Q2
$970K Buy
2025
Q1
$820K Buy
2024
Q4
$576K Sell
2024
Q3
$633K Sell
2024
Q2
$929K Sell
2024
Q1
$1M Sell
2023
Q4
$1.02M Buy
2023
Q3
$928K Sell
2023
Q2
$889K Buy
2023
Q1
$843K Buy
2022
Q4
$822K Sell
2022
Q3
$806K Buy
2022
Q2
$597K Buy