Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$590K Sell
2025
Q2
$556K Sell
2025
Q1
$641K Sell
2024
Q4
$842K Sell
2024
Q3
$1.14M Sell
2024
Q2
$1.38M Buy
2024
Q1
$1.13M Buy
2023
Q4
$907K Buy
2023
Q3
$836K Buy
2023
Q2
$937K Buy
2023
Q1
$846K Sell
2022
Q4
$749K Buy