Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$835K Sell
2025
Q2
$895K Sell
2025
Q1
$860K Sell
2024
Q4
$837K Sell
2024
Q3
$818K Buy
2024
Q2
$700K Sell
2024
Q1
$778K Sell
2023
Q4
$790K Sell
2023
Q3
$933K Sell
2023
Q2
$1.06M Buy
2023
Q1
$969K Buy
2022
Q4
$639K Sell
2022
Q3
$877K Buy
2022
Q2
$930K Buy
2022
Q1
$432K Buy