Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$401K Sell
2025
Q2
$2.08M Buy
2024
Q4
Sell
2024
Q3
$847K Sell
2024
Q2
$791K Buy
2024
Q1
$451K Buy
2023
Q4
$237K Buy
2022
Q4
Sell
2022
Q3
$230K Buy
2022
Q2
$216K Buy
2022
Q1
$249K Buy