Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$695K Sell
2025
Q2
$730K Sell
2025
Q1
$841K Buy
2024
Q4
$854K Buy
2024
Q3
$857K Sell
2024
Q2
$813K Sell
2024
Q1
$977K Sell
2023
Q4
$975K Buy
2023
Q3
$770K Sell
2023
Q2
$953K Sell
2023
Q1
$1.05M Buy
2022
Q4
$336K Buy
2022
Q3
Sell
2022
Q2
$204K Buy