Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$643K Sell
2025
Q2
$741K Buy
2025
Q1
$543K Buy
2024
Q4
$472K Sell
2024
Q3
$708K Sell
2024
Q2
$650K Buy
2024
Q1
$575K Buy
2023
Q4
$273K Sell
2023
Q3
$247K Buy
2023
Q2
$281K Buy
2023
Q1
$244K Sell
2022
Q4
$402K Buy