Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$739K Buy
2025
Q2
$695K Buy
2025
Q1
$550K Buy
2024
Q4
$506K Buy
2024
Q3
$390K Buy
2024
Q2
$347K Sell
2024
Q1
$373K Buy
2023
Q4
$365K Buy
2023
Q3
$357K Buy
2023
Q2
$314K Buy
2023
Q1
$287K Buy
2021
Q2
Sell
2021
Q1
$274K Sell
2020
Q4
$283K Sell
2020
Q3
$291K Sell
2020
Q2
$392K Buy
2020
Q1
$268K Sell
2019
Q4
$478K Buy