Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$894K Sell
2025
Q2
$872K Buy
2025
Q1
$837K Buy
2024
Q4
$826K Buy
2024
Q3
$854K Buy
2024
Q2
$801K Sell
2024
Q1
$713K Buy
2023
Q4
$395K Buy
2023
Q3
$217K Buy
2023
Q2
$232K Buy
2022
Q3
Sell
2022
Q2
$216K Buy