Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$818K Buy
2025
Q2
$712K Buy
2025
Q1
$677K Buy
2024
Q4
$302K Buy
2024
Q1
Sell
2023
Q4
$460K Sell
2023
Q3
$513K Buy
2023
Q2
$494K Buy
2023
Q1
$496K Buy
2022
Q4
$405K Buy
2022
Q3
$334K Buy
2022
Q2
$423K Buy
2022
Q1
$499K Buy
2021
Q4
$520K Buy
2021
Q3
$427K Buy
2021
Q2
$278K Buy
2021
Q1
$271K Buy
2020
Q4
$252K Buy