Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$818K Buy
2025
Q2
$768K Buy
2025
Q1
$739K Buy
2024
Q4
$581K Buy
2024
Q3
$652K Buy
2024
Q2
$588K Buy
2024
Q1
$531K Sell
2023
Q4
$484K Sell
2023
Q3
$485K Buy
2023
Q2
$536K Buy
2023
Q1
$504K Buy
2022
Q4
$448K Buy
2022
Q3
$392K Buy
2022
Q2
$364K Buy
2022
Q1
$329K Sell
2021
Q4
$405K Buy