Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$550K Sell
2025
Q2
$628K Sell
2025
Q1
$557K Buy
2024
Q4
$501K Buy
2024
Q3
$466K Buy
2024
Q2
$405K Buy
2024
Q1
$384K Sell
2023
Q4
$304K Buy
2023
Q3
$253K Buy
2023
Q2
$260K Buy
2023
Q1
$236K Buy
2022
Q2
Sell
2022
Q1
$204K Sell
2021
Q4
$257K Buy
2021
Q3
$241K Buy
2021
Q2
$250K Buy