Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$936K Sell
2025
Q2
$991K Sell
2025
Q1
$896K Sell
2024
Q4
$828K Sell
2024
Q3
$881K Hold
2024
Q2
$690K Sell
2024
Q1
$932K Sell
2023
Q4
$914K Buy
2023
Q3
$722K Sell
2023
Q2
$689K Sell
2023
Q1
$684K Sell
2022
Q4
$735K Buy
2022
Q3
$577K Buy
2022
Q2
$599K Sell
2022
Q1
$584K Buy