Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$701K Buy
2025
Q2
$658K Sell
2025
Q1
$791K Buy
2024
Q4
$737K Buy
2024
Q3
$688K Buy
2024
Q2
$546K Buy
2024
Q1
$506K Buy
2023
Q4
$479K Buy
2023
Q3
$444K Buy
2023
Q2
$375K Sell
2023
Q1
$412K Sell
2022
Q4
$509K Buy
2022
Q3
$382K Buy
2022
Q2
$388K Buy
2022
Q1
$309K Buy
2018
Q3
Sell
2018
Q2
$36K Buy