Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$850K Sell
2025
Q2
$709K Buy
2025
Q1
$750K Buy
2024
Q4
$635K Sell
2024
Q3
$708K Buy
2024
Q2
$614K Sell
2024
Q1
$661K Buy
2023
Q4
$554K Sell
2023
Q3
$536K Buy
2023
Q1
Sell
2022
Q4
$128K Buy