Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$719K Buy
2025
Q2
$609K Buy
2025
Q1
$656K Sell
2024
Q4
$620K Sell
2024
Q3
$715K Buy
2024
Q2
$422K Sell
2024
Q1
$433K Sell
2023
Q4
$436K Sell
2023
Q3
$515K Buy
2023
Q2
$476K Sell
2023
Q1
$465K Sell
2022
Q4
$476K Sell
2022
Q3
$383K Buy