Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Sell
2025
Q2
$864K Sell
2025
Q1
$778K Sell
2024
Q4
$927K Sell
2024
Q3
$953K Sell
2024
Q2
$971K Buy
2024
Q1
$429K Sell
2023
Q4
$398K Sell
2023
Q3
$325K Sell
2023
Q2
$326K Buy
2023
Q1
Sell
2022
Q4
$290K Buy