Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$799K Buy
2025
Q2
$821K Buy
2025
Q1
$644K Buy
2024
Q4
$491K Buy
2024
Q3
$453K Sell
2024
Q2
$406K Sell
2024
Q1
$554K Buy
2023
Q4
$509K Buy
2023
Q3
$461K Buy
2023
Q2
$471K Buy
2023
Q1
$371K Buy
2020
Q3
Sell
2020
Q2
$346K Sell
2020
Q1
$375K Buy
2019
Q4
$321K Sell
2019
Q3
$332K Buy