Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$671K Sell
2025
Q2
$718K Sell
2025
Q1
$750K Buy
2024
Q4
$635K Sell
2024
Q3
$670K Sell
2024
Q2
$764K Sell
2024
Q1
$840K Sell
2023
Q4
$987K Sell
2023
Q3
$984K Sell
2023
Q2
$947K Buy
2023
Q1
$833K Sell
2022
Q4
$1M Sell
2022
Q3
$915K Sell
2022
Q2
$1.1M Buy
2022
Q1
$872K Buy