Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$884K Sell
2025
Q2
$976K Buy
2025
Q1
$668K Sell
2024
Q4
$666K Buy
2024
Q3
$637K Buy
2024
Q2
$591K Buy
2024
Q1
$454K Buy
2023
Q4
$422K Buy
2023
Q3
$252K Buy
2023
Q2
Sell
2023
Q1
$235K Buy
2022
Q4
Sell
2022
Q3
$166K Buy