Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$949K Sell
2025
Q2
$1.07M Buy
2025
Q1
$932K Buy
2024
Q4
$840K Sell
2024
Q3
$796K Sell
2024
Q2
$759K Sell
2024
Q1
$803K Sell
2023
Q4
$912K Buy
2023
Q3
$915K Sell
2023
Q2
$887K Buy
2023
Q1
$604K Sell
2022
Q4
$1.03M Sell
2022
Q3
$903K Buy
2022
Q2
$898K Sell
2022
Q1
$1.2M Buy