Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$690K Sell
2025
Q2
$985K Sell
2025
Q1
$1.01M Buy
2024
Q4
$966K Buy
2024
Q3
$751K Sell
2024
Q2
$812K Buy
2024
Q1
$713K Sell
2023
Q4
$1.11M Sell
2023
Q3
$991K Sell
2023
Q2
$1.2M Buy
2023
Q1
$481K Buy
2022
Q4
$343K Buy