Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$918K Sell
2025
Q2
$932K Buy
2025
Q1
$778K Buy
2024
Q4
$565K Sell
2024
Q3
$598K Buy
2024
Q2
$433K Sell
2024
Q1
$309K Buy
2023
Q4
$263K Buy
2023
Q1
Sell
2022
Q4
$391K Buy