Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$715K Buy
2025
Q2
$705K Sell
2025
Q1
$614K Sell
2024
Q4
$783K Buy
2023
Q3
$453K Sell
2023
Q2
$496K Buy
2023
Q1
$391K Buy
2022
Q4
$316K Buy
2022
Q3
$424K Buy
2022
Q2
$371K Buy
2022
Q1
$457K Buy
2021
Q4
$428K Buy