Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$683K Sell
2025
Q2
$740K Sell
2025
Q1
$786K Sell
2024
Q4
$783K Buy
2024
Q3
$933K Sell
2024
Q2
$834K Buy
2024
Q1
$447K Buy
2023
Q4
$413K Sell
2023
Q3
$454K Buy
2023
Q2
$447K Buy
2023
Q1
$371K Buy
2022
Q4
$306K Buy