Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$885K Sell
2025
Q2
$858K Buy
2025
Q1
$786K Buy
2024
Q4
$588K Buy
2024
Q3
$576K Sell
2024
Q2
$659K Buy
2024
Q1
$500K Sell
2023
Q4
$502K Buy
2023
Q3
$434K Sell
2023
Q2
$475K Buy
2022
Q2
Sell
2022
Q1
$203K Buy