Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$811K Sell
2025
Q2
$847K Buy
2025
Q1
$787K Buy
2024
Q4
$690K Buy
2024
Q3
$707K Buy
2024
Q2
$459K Sell
2024
Q1
$427K Hold
2023
Q4
$440K Sell
2023
Q3
$469K Buy
2023
Q2
$491K Buy
2023
Q1
$485K Hold
2022
Q4
$553K Buy