Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$949K Sell
2025
Q2
$935K Buy
2025
Q1
$971K Sell
2024
Q4
$841K Sell
2024
Q3
$900K Buy
2024
Q2
$983K Buy
2024
Q1
$908K Buy
2023
Q4
$887K Sell
2023
Q3
$871K Sell
2023
Q2
$818K Buy
2023
Q1
$765K Buy
2022
Q4
$736K Buy
2022
Q3
$625K Sell
2022
Q2
$662K Buy
2022
Q1
$670K Buy