Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$941K Buy
2025
Q2
$780K Buy
2025
Q1
$496K Buy
2024
Q4
$459K Sell
2024
Q3
$565K Hold
2024
Q2
$602K Buy
2024
Q1
$506K Hold
2023
Q4
$421K Hold
2023
Q3
$333K Hold
2023
Q2
$352K Buy
2023
Q1
$287K Sell
2022
Q4
$271K Buy
2022
Q3
$218K Hold
2022
Q2
$229K Hold
2022
Q1
$263K Hold
2021
Q4
$309K Buy