Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$798K Sell
2025
Q2
$951K Sell
2025
Q1
$917K Buy
2024
Q4
$800K Buy
2024
Q3
$833K Sell
2024
Q2
$819K Buy
2024
Q1
$685K Buy
2023
Q4
$592K Buy
2023
Q3
$400K Buy
2023
Q2
$265K Buy
2023
Q1
$254K Buy
2022
Q4
$209K Buy
2021
Q4
Sell
2021
Q3
$33K Buy