Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$847K Sell
2025
Q2
$1.02M Sell
2025
Q1
$1.04M Buy
2024
Q4
$911K Buy
2024
Q3
$735K Sell
2024
Q2
$680K Sell
2024
Q1
$750K Buy
2023
Q4
$625K Sell
2023
Q3
$821K Buy
2023
Q2
$626K Buy