Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$766K Buy
2025
Q2
$745K Buy
2025
Q1
$726K Buy
2024
Q4
$520K Buy
2024
Q3
$444K Sell
2024
Q2
$416K Buy
2024
Q1
$369K Buy
2023
Q4
$349K Buy
2023
Q3
Sell
2023
Q2
$206K Buy
2023
Q1
Sell
2022
Q4
$206K Buy
2022
Q3
Sell
2022
Q2
$202K Buy
2022
Q1
$209K Buy
2021
Q4
$236K Buy