Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$766K Sell
2025
Q2
$752K Sell
2025
Q1
$717K Sell
2024
Q4
$704K Sell
2024
Q3
$611K Buy
2024
Q2
$497K Buy
2024
Q1
$225K Buy
2023
Q4
$167K Buy
2023
Q3
$196K Sell
2023
Q2
$174K Sell
2023
Q1
$236K Buy
2022
Q4
$180K Buy