Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$775K Buy
2023
Q1
Sell
2022
Q4
$413K Buy
2022
Q3
$361K Buy
2022
Q2
$424K Buy
2022
Q1
$404K Buy
2021
Q4
$393K Sell
2021
Q3
$404K Buy
2021
Q2
$422K Buy
2021
Q1
$380K Buy
2020
Q4
$355K Buy
2020
Q3
$340K Buy
2020
Q2
$333K Buy
2020
Q1
$303K Buy
2019
Q4
$362K Buy
2019
Q3
$389K Buy
2019
Q2
$366K Buy
2019
Q1
$370K Buy