Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$623K Buy
2025
Q2
$612K Sell
2025
Q1
$713K Buy
2024
Q4
$551K Buy
2024
Q3
$632K Sell
2024
Q2
$680K Buy
2024
Q1
$566K Sell
2023
Q4
$619K Sell
2023
Q3
$589K Buy
2023
Q2
$471K Buy
2023
Q1
$497K Buy
2022
Q4
$465K Buy