Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$790K Sell
2025
Q2
$720K Sell
2025
Q1
$602K Sell
2024
Q4
$728K Sell
2024
Q3
$702K Buy
2024
Q2
$587K Buy
2024
Q1
$472K Sell
2023
Q4
$821K Buy
2023
Q3
$680K Buy
2023
Q2
$759K Buy
2023
Q1
$648K Buy
2022
Q4
$451K Sell
2022
Q3
$480K Buy
2022
Q2
$569K Buy
2022
Q1
$406K Buy