Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$628K Buy
2025
Q2
$703K Buy
2025
Q1
$353K Buy
2024
Q4
$320K Sell
2024
Q3
$340K Sell
2024
Q2
$334K Buy
2024
Q1
$301K Buy
2023
Q4
$288K Hold
2023
Q3
$279K Buy
2023
Q2
$243K Buy
2022
Q3
Sell
2022
Q2
$253K Buy
2022
Q1
$299K Sell
2021
Q4
$375K Buy