Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$625K Sell
2025
Q2
$748K Buy
2025
Q1
$333K Buy
2024
Q4
$189K Buy
2024
Q3
Sell
2024
Q2
$524K Sell
2024
Q1
$889K Buy
2023
Q4
$879K Sell
2023
Q3
$850K Buy
2023
Q2
$792K Buy
2023
Q1
$378K Sell
2022
Q4
$675K Buy
2022
Q3
$750K Buy
2022
Q2
$575K Buy
2022
Q1
$853K Buy