Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$883K Buy
2025
Q2
$849K Buy
2025
Q1
$744K Sell
2024
Q4
$762K Buy
2024
Q3
$801K Sell
2024
Q2
$827K Sell
2024
Q1
$821K Buy
2023
Q4
$860K Buy
2023
Q3
$697K Buy
2023
Q2
$790K Buy