Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$844K Buy
2025
Q2
$717K Buy
2025
Q1
$437K Sell
2024
Q4
$676K Sell
2024
Q3
$818K Buy
2024
Q2
$836K Buy
2024
Q1
$889K Sell
2023
Q4
$747K Buy
2023
Q3
$669K Sell
2023
Q2
$799K Sell
2023
Q1
$787K Buy
2022
Q4
$721K Sell
2022
Q3
$570K Buy