Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$777K Buy
2025
Q2
$645K Buy
2025
Q1
$621K Sell
2024
Q4
$544K Sell
2024
Q3
$586K Buy
2024
Q2
$617K Buy
2024
Q1
$629K Buy
2023
Q4
$580K Buy
2023
Q3
$627K Buy
2023
Q2
$565K Buy
2023
Q1
$595K Hold
2022
Q4
$548K Buy