Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$742K Sell
2025
Q2
$665K Sell
2025
Q1
$666K Buy
2024
Q4
$582K Buy
2024
Q3
Sell
2024
Q2
$431K Sell
2024
Q1
$425K Sell
2023
Q4
$417K Sell
2023
Q3
$362K Buy
2023
Q2
$362K Buy
2023
Q1
$328K Sell
2022
Q4
$338K Buy
2022
Q3
$284K Sell
2022
Q2
$385K Buy
2022
Q1
$354K Buy
2021
Q4
$338K Buy