Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$862K Sell
2025
Q2
$866K Sell
2025
Q1
$853K Buy
2024
Q4
$788K Buy
2024
Q3
$851K Sell
2024
Q2
$803K Buy
2024
Q1
$767K Buy
2023
Q4
$658K Sell
2023
Q3
$730K Buy
2023
Q2
$801K Sell
2023
Q1
$729K Buy
2022
Q4
$605K Buy