Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$314K Sell
2025
Q2
$339K Sell
2025
Q1
$544K Sell
2024
Q4
$617K Sell
2024
Q3
$738K Buy
2024
Q2
$800K Buy
2024
Q1
$800K Buy
2023
Q4
$628K Sell
2023
Q3
$702K Sell
2023
Q2
$792K Buy
2023
Q1
$631K Buy
2022
Q4
$588K Buy