Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$889K Sell
2025
Q2
$663K Buy
2025
Q1
$506K Sell
2024
Q4
$789K Buy
2024
Q3
$489K Sell
2024
Q2
$391K Buy
2024
Q1
Sell
2023
Q4
$383K Buy
2023
Q3
$374K Buy
2023
Q2
$346K Sell
2023
Q1
$301K Buy