Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$957K Buy
2025
Q2
$990K Buy
2025
Q1
$831K Sell
2024
Q4
$741K Buy
2024
Q3
$738K Sell
2024
Q2
$604K Buy
2024
Q1
$667K Buy
2023
Q4
$562K Sell
2023
Q3
$503K Buy
2023
Q2
$468K Sell
2023
Q1
$973K Buy
2022
Q4
$1.07M Buy