Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$760K Sell
2025
Q2
$872K Buy
2025
Q1
$1.01M Buy
2024
Q4
$818K Sell
2024
Q3
$1.02M Buy
2024
Q2
$1.08M Buy
2024
Q1
$1.05M Buy
2023
Q4
$802K Buy
2023
Q3
$828K Buy
2023
Q2
$799K Sell
2023
Q1
$805K Buy
2022
Q4
$676K Buy
2022
Q3
$708K Buy
2022
Q2
$758K Buy