Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$491K Sell
2025
Q1
$744K Buy
2024
Q4
$625K Buy
2024
Q3
$537K Buy
2024
Q2
$496K Sell
2024
Q1
$451K Buy
2023
Q4
$460K Buy
2023
Q3
$446K Buy
2023
Q2
$432K Buy
2023
Q1
$357K Buy
2022
Q4
$293K Buy
2022
Q3
$237K Buy