Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$482K Buy
2025
Q2
$596K Buy
2025
Q1
$668K Sell
2024
Q4
$905K Sell
2024
Q3
$910K Sell
2024
Q2
$827K Buy
2024
Q1
$902K Buy
2023
Q4
$767K Sell
2023
Q3
$773K Buy
2023
Q2
$894K Buy
2023
Q1
$863K Buy
2022
Q4
$633K Sell
2022
Q3
$561K Buy
2022
Q2
$498K Buy