Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$703K Sell
2025
Q2
$696K Sell
2025
Q1
$680K Buy
2024
Q4
$591K Buy
2024
Q3
$617K Sell
2024
Q2
$462K Sell
2024
Q1
$437K Buy
2023
Q4
$442K Buy
2023
Q3
$360K Buy
2023
Q2
$214K Buy
2023
Q1
$214K Buy
2022
Q4
$220K Buy
2022
Q3
$194K Buy
2022
Q2
$132K Hold
2022
Q1
$152K Buy
2021
Q4
$146K Buy