Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$609K Sell
2025
Q2
$689K Buy
2025
Q1
$580K Buy
2024
Q4
$621K Sell
2024
Q3
$730K Buy
2024
Q2
$769K Buy
2024
Q1
$571K Buy
2023
Q4
$564K Buy
2023
Q3
$472K Sell
2023
Q2
$468K Buy