Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$599K Sell
2025
Q2
$724K Sell
2025
Q1
$965K Sell
2024
Q4
$1.84M Buy
2024
Q3
$2.13M Buy
2024
Q2
$1.39M Buy
2024
Q1
$871K Buy
2023
Q4
$734K Buy
2023
Q3
$637K Buy
2023
Q2
$433K Buy
2023
Q1
$427K Buy
2022
Q4
$369K Buy