Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$626K Sell
2025
Q2
$548K Buy
2025
Q1
$544K Buy
2024
Q4
$442K Buy
2024
Q3
$358K Buy
2024
Q2
$287K Sell
2024
Q1
$287K Buy
2023
Q4
$300K Buy
2023
Q3
$263K Buy
2023
Q2
$260K Buy
2023
Q1
$238K Buy
2022
Q4
$233K Buy