Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$441K Sell
2025
Q2
$460K Sell
2025
Q1
$575K Sell
2024
Q4
$647K Sell
2024
Q3
$797K Sell
2024
Q2
$878K Sell
2024
Q1
$958K Sell
2023
Q4
$794K Sell
2023
Q3
$812K Buy
2023
Q2
$834K Sell
2023
Q1
$770K Sell
2022
Q4
$806K Buy