Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$849K Sell
2025
Q1
$690K Buy
2024
Q4
$748K Buy
2024
Q3
$681K Buy
2024
Q2
$698K Sell
2024
Q1
$779K Buy
2023
Q4
$777K Sell
2023
Q3
$714K Buy
2023
Q2
$765K Sell
2023
Q1
$733K Buy
2022
Q4
$533K Buy
2022
Q3
$430K Buy
2022
Q2
$206K Sell
2022
Q1
$541K Buy
2021
Q4
$207K Buy