Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$664K Buy
2025
Q2
$650K Sell
2025
Q1
$689K Sell
2024
Q4
$622K Buy
2024
Q3
$598K Buy
2024
Q2
$604K Buy
2024
Q1
$543K Buy
2023
Q4
$529K Buy
2023
Q3
$490K Buy
2023
Q2
$458K Buy
2023
Q1
$436K Buy
2022
Q4
$429K Sell
2022
Q3
$414K Buy
2022
Q2
$435K Buy
2022
Q1
$342K Buy