Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$710K Sell
2025
Q2
$617K Sell
2025
Q1
$729K Sell
2024
Q4
$655K Buy
2024
Q3
$560K Sell
2024
Q2
$736K Buy
2024
Q1
$719K Sell
2023
Q4
$721K Buy
2023
Q3
$378K Sell
2023
Q2
$414K Buy
2023
Q1
$445K Buy