Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$602K Sell
2025
Q2
$688K Sell
2025
Q1
$763K Buy
2024
Q4
$732K Sell
2024
Q3
$959K Buy
2024
Q2
$817K Sell
2024
Q1
$836K Buy
2023
Q4
$844K Buy
2023
Q3
$702K Buy
2023
Q2
$580K Buy
2023
Q1
$519K Buy