Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$730K Buy
2025
Q2
$633K Sell
2025
Q1
$718K Buy
2024
Q4
$575K Buy
2024
Q3
$609K Sell
2024
Q2
$1.23M Buy
2024
Q1
$666K Sell
2023
Q4
$794K Sell
2023
Q3
$879K Buy
2023
Q2
$799K Sell
2023
Q1
$892K Buy
2022
Q4
$632K Sell
2022
Q3
$516K Buy
2022
Q2
Sell
2022
Q1
$532K Sell
2021
Q4
$482K Buy