Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$809K Sell
2025
Q2
$824K Sell
2025
Q1
$875K Buy
2024
Q4
$435K Buy
2024
Q3
$195K Buy
2024
Q2
$183K Sell
2024
Q1
$271K Buy
2023
Q4
$342K Sell
2023
Q3
$396K Buy
2023
Q2
$357K Sell
2023
Q1
$446K Sell
2022
Q4
$517K Sell
2022
Q3
$426K Buy
2022
Q2
$431K Buy
2022
Q1
$492K Buy