Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$626K Buy
2025
Q2
$554K Sell
2025
Q1
$877K Buy
2024
Q4
$655K Buy
2024
Q3
$689K Buy
2024
Q2
$585K Buy
2024
Q1
$528K Sell
2023
Q4
$523K Sell
2023
Q3
$538K Buy
2023
Q2
$466K Buy
2023
Q1
$435K Sell
2022
Q4
$433K Buy
2022
Q3
$323K Sell
2022
Q2
$379K Buy