Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$854K Buy
2025
Q2
$630K Sell
2025
Q1
$728K Buy
2024
Q4
$820K Buy
2024
Q3
$840K Buy
2024
Q2
$791K Buy
2024
Q1
$557K Sell
2023
Q4
$828K Buy
2023
Q3
$297K Sell
2023
Q2
$363K Buy
2023
Q1
$289K Buy
2022
Q4
$264K Buy
2022
Q3
Sell
2022
Q2
$286K Buy
2022
Q1
$309K Buy