Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1,000K Buy
2025
Q2
$916K Sell
2025
Q1
$967K Buy
2024
Q4
$699K Sell
2024
Q3
$786K Buy
2024
Q2
$744K Buy
2024
Q1
$671K Buy
2023
Q4
$382K Sell
2023
Q3
$429K Buy