Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$790K Sell
2025
Q2
$888K Buy
2025
Q1
$785K Sell
2024
Q4
$879K Buy
2024
Q3
$826K Sell
2024
Q2
$1.07M Sell
2024
Q1
$1.22M Sell
2023
Q4
$1.01M Buy
2023
Q3
$950K Buy
2023
Q2
$330K Sell
2023
Q1
$587K Buy
2022
Q4
$227K Buy