Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$907K Sell
2025
Q2
$801K Buy
2025
Q1
$777K Buy
2024
Q4
$635K Buy
2024
Q3
$726K Buy
2024
Q2
$657K Sell
2024
Q1
$720K Sell
2023
Q4
$941K Sell
2023
Q3
$996K Buy
2022
Q3
Sell
2022
Q2
$252K Sell
2022
Q1
$498K Hold
2021
Q4
$518K Buy