Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$714K Buy
2025
Q2
$506K Buy
2025
Q1
$409K Sell
2024
Q4
$638K Sell
2024
Q3
$414K Sell
2024
Q2
$469K Sell
2024
Q1
$476K Buy
2023
Q4
$409K Sell
2023
Q3
$467K Sell
2023
Q2
$646K Buy
2023
Q1
$377K Buy
2022
Q4
$215K Buy