Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$627K Sell
2025
Q2
$709K Buy
2025
Q1
$612K Buy
2024
Q4
$617K Sell
2024
Q3
$714K Buy
2024
Q2
$551K Buy
2024
Q1
$529K Sell
2023
Q4
$626K Buy
2023
Q3
$443K Sell
2023
Q2
$713K Buy
2023
Q1
$750K Buy
2022
Q4
$408K Sell
2022
Q3
$446K Buy
2022
Q2
$469K Sell
2022
Q1
$542K Buy
2021
Q4
$439K Buy