Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$952K Sell
2025
Q2
$1.09M Buy
2025
Q1
$1.04M Sell
2024
Q4
$1.03M Buy
2024
Q3
$995K Buy
2024
Q2
$953K Buy
2024
Q1
$762K Buy
2023
Q4
$663K Sell
2023
Q3
$619K Buy
2023
Q2
$589K Buy
2023
Q1
$543K Sell
2022
Q4
$526K Buy