Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1M Sell
2025
Q2
$1.16M Buy
2025
Q1
$564K Buy
2024
Q4
$433K Sell
2024
Q3
$479K Buy
2024
Q2
$423K Sell
2024
Q1
$479K Buy
2023
Q4
$431K Sell
2023
Q3
$466K Buy
2023
Q2
$331K Sell
2023
Q1
$557K Buy
2022
Q4
$612K Buy
2022
Q3
$241K Buy
2022
Q2
$147K Buy
2022
Q1
$156K Buy