Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$829K Sell
2025
Q2
$896K Buy
2025
Q1
$652K Buy
2024
Q4
$568K Sell
2024
Q3
$571K Buy
2024
Q2
$652K Sell
2024
Q1
$891K Buy
2023
Q4
$621K Sell
2023
Q3
$557K Buy
2023
Q2
$607K Buy
2023
Q1
$390K Sell
2022
Q4
$611K Sell
2022
Q3
$655K Buy
2022
Q2
$449K Buy