Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$800K Sell
2025
Q2
$660K Sell
2025
Q1
$831K Buy
2024
Q4
$879K Buy
2024
Q3
$817K Buy
2024
Q2
$736K Buy
2024
Q1
$581K Buy
2023
Q4
$652K Buy
2023
Q3
$359K Buy