Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$695K Sell
2025
Q2
$728K Buy
2025
Q1
$611K Buy
2024
Q4
$540K Buy
2024
Q3
$528K Buy
2024
Q2
$412K Buy
2024
Q1
$452K Buy
2023
Q4
$386K Buy
2023
Q3
$330K Buy
2023
Q2
$215K Sell
2023
Q1
$212K Buy
2022
Q4
$227K Buy
2022
Q3
Sell
2022
Q2
$225K Buy
2022
Q1
$207K Buy