Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$408K Sell
2025
Q2
$698K Buy
2025
Q1
$644K Sell
2024
Q4
$942K Buy
2023
Q3
$712K Buy
2023
Q2
$806K Sell
2023
Q1
$687K Buy
2022
Q4
$537K Buy
2022
Q2
Sell
2022
Q1
$208K Sell
2021
Q4
$288K Buy