Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$814K Sell
2025
Q2
$684K Buy
2025
Q1
$622K Sell
2024
Q4
$608K Buy
2024
Q3
$601K Buy
2024
Q2
$467K Sell
2024
Q1
$472K Sell
2023
Q4
$392K Sell
2023
Q3
$453K Buy
2023
Q2
$456K Buy
2022
Q1
Sell
2021
Q4
$263K Buy