Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$275K Sell
2025
Q2
$606K Sell
2025
Q1
$734K Sell
2024
Q4
$939K Sell
2024
Q3
$1.14M Buy
2024
Q2
$1.24M Buy
2024
Q1
$1.09M Buy
2023
Q4
$886K Sell
2023
Q3
$861K Buy
2023
Q2
$932K Buy
2023
Q1
$701K Buy
2022
Q4
$688K Buy
2022
Q3
$510K Sell
2022
Q2
$541K Buy
2022
Q1
$463K Buy