Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$620K Sell
2025
Q2
$702K Buy
2025
Q1
$696K Sell
2024
Q4
$653K Buy
2024
Q2
Sell
2024
Q1
$575K Sell
2023
Q4
$532K Buy
2023
Q3
$260K Buy
2023
Q2
Sell
2023
Q1
$475K Sell
2022
Q4
$457K Sell
2022
Q3
$449K Sell
2022
Q2
$897K Buy
2022
Q1
$901K Buy