Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$546K Sell
2025
Q2
$620K Sell
2025
Q1
$799K Buy
2024
Q4
$546K Sell
2024
Q3
$641K Buy
2024
Q2
$529K Sell
2024
Q1
$605K Buy
2023
Q4
$522K Sell
2023
Q3
$583K Buy
2023
Q2
$619K Buy
2023
Q1
$562K Sell
2022
Q4
$565K Hold
2022
Q3
$505K Sell
2022
Q2
$537K Buy
2022
Q1
$228K Buy