Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$970K Sell
2025
Q2
$984K Buy
2025
Q1
$949K Buy
2024
Q4
$688K Buy
2024
Q3
$728K Sell
2024
Q2
$550K Sell
2024
Q1
$559K Buy
2023
Q4
$575K Buy
2023
Q3
$436K Buy
2022
Q2
Sell
2022
Q1
$125K Buy
2021
Q4
Sell
2021
Q3
$129K Buy