Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$757K Sell
2025
Q2
$915K Sell
2025
Q1
$931K Buy
2024
Q4
$985K Sell
2024
Q3
$1.04M Sell
2024
Q2
$894K Buy
2024
Q1
$812K Buy
2023
Q4
$803K Buy
2023
Q3
$714K Sell
2023
Q2
$808K Sell
2023
Q1
$1.03M Buy
2022
Q4
$814K Buy