Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$725K Buy
2025
Q2
$770K Sell
2025
Q1
$760K Buy
2024
Q4
$775K Buy
2024
Q3
$651K Buy
2024
Q2
$577K Sell
2024
Q1
$746K Sell
2023
Q4
$593K Buy
2023
Q3
$476K Buy
2023
Q2
$432K Sell
2023
Q1
$410K Buy
2022
Q4
$317K Buy
2022
Q3
Sell
2022
Q2
$239K Buy