Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$771K Sell
2025
Q2
$783K Sell
2025
Q1
$884K Buy
2024
Q4
$851K Sell
2024
Q3
$1.12M Buy
2024
Q2
$850K Sell
2024
Q1
$923K Sell
2023
Q4
$812K Sell
2023
Q3
$984K Buy
2023
Q2
$921K Buy
2023
Q1
$708K Buy
2022
Q4
$447K Buy
2022
Q3
$292K Buy
2022
Q2
$248K Buy
2022
Q1
$237K Buy