Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$524K Sell
2025
Q2
$554K Buy
2025
Q1
$499K Buy
2024
Q4
$466K Sell
2024
Q3
$535K Sell
2024
Q2
$506K Buy
2024
Q1
$473K Sell
2023
Q4
$464K Buy
2023
Q3
$392K Buy
2023
Q2
$420K Buy
2023
Q1
$372K Buy
2022
Q4
$316K Buy
2022
Q3
$307K Buy
2022
Q2
$322K Buy
2022
Q1
$346K Buy