Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$848K Sell
2025
Q2
$1.03M Buy
2025
Q1
$599K Buy
2024
Q4
$529K Buy
2024
Q3
$490K Buy
2024
Q2
$467K Sell
2024
Q1
$651K Buy
2023
Q4
$429K Sell
2023
Q3
$412K Buy
2023
Q2
$341K Sell
2023
Q1
$518K Buy
2020
Q1
$204K Buy