Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$535K Sell
2025
Q2
$564K Sell
2025
Q1
$611K Sell
2024
Q4
$518K Sell
2024
Q3
$629K Buy
2024
Q2
$541K Sell
2024
Q1
$530K Sell
2023
Q4
$513K Buy
2023
Q3
$459K Sell
2023
Q2
$504K Sell
2023
Q1
$689K Buy
2022
Q4
$626K Buy