Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$651K Sell
2025
Q2
$817K Sell
2025
Q1
$888K Buy
2024
Q4
$805K Hold
2024
Q3
$805K Buy
2024
Q2
$747K Buy
2024
Q1
$861K Buy
2023
Q4
$648K Buy
2023
Q3
$503K Buy
2023
Q2
$559K Buy
2023
Q1
$516K Buy
2022
Q4
$423K Buy