Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$728K Sell
2025
Q2
$861K Buy
2025
Q1
$511K Sell
2024
Q4
$522K Buy
2024
Q3
$193K Sell
2024
Q2
$626K Buy
2024
Q1
$193K Sell
2023
Q4
$523K Buy
2023
Q3
$316K Buy
2022
Q3
Sell
2022
Q2
$404K Buy