Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Sell
2025
Q2
$1.01M Sell
2025
Q1
$980K Sell
2024
Q4
$863K Buy
2024
Q3
$913K Sell
2024
Q2
$1.02M Sell
2024
Q1
$1.06M Buy
2023
Q4
$847K Buy
2023
Q3
$720K Buy
2023
Q2
$431K Sell
2023
Q1
$455K Sell
2022
Q4
$521K Buy