Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$783K Buy
2025
Q2
$749K Sell
2025
Q1
$862K Buy
2024
Q4
$844K Buy
2024
Q3
$773K Hold
2024
Q2
$829K Sell
2024
Q1
$785K Buy
2023
Q4
$922K Buy
2023
Q3
$679K Sell
2023
Q2
$662K Hold
2023
Q1
$522K Buy
2022
Q4
$427K Buy