Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$793K Sell
2025
Q2
$538K Buy
2025
Q1
$412K Sell
2024
Q4
$818K Buy
2024
Q3
$133K Sell
2024
Q2
$116K Sell
2024
Q1
$122K Sell
2023
Q4
$187K Sell
2023
Q3
$281K Buy
2023
Q2
$258K Sell
2023
Q1
$229K Buy
2022
Q4
$96K Buy