Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$723K Sell
2025
Q2
$737K Sell
2025
Q1
$754K Sell
2024
Q4
$692K Sell
2024
Q3
$767K Buy
2024
Q2
$572K Sell
2024
Q1
$518K Buy
2023
Q4
$227K Buy
2023
Q3
Sell
2023
Q2
$211K Buy