Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Sell
2025
Q2
$410K Buy
2025
Q1
$418K Sell
2024
Q4
$543K Sell
2024
Q3
$632K Sell
2024
Q2
$601K Sell
2024
Q1
$745K Buy
2023
Q4
$592K Buy
2023
Q3
$450K Buy
2023
Q2
$510K Buy
2023
Q1
$617K Buy
2022
Q4
$552K Buy
2022
Q3
$507K Buy
2022
Q2
$464K Buy