Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$542K Sell
2025
Q2
$602K Buy
2025
Q1
$594K Buy
2024
Q4
$535K Hold
2024
Q3
$465K Buy
2024
Q2
$443K Buy
2024
Q1
$470K Buy
2023
Q4
$438K Buy
2023
Q3
$386K Buy
2023
Q2
$389K Buy
2023
Q1
$317K Hold
2022
Q4
$317K Buy
2022
Q3
$268K Sell
2022
Q2
$301K Sell
2022
Q1
$351K Buy
2021
Q4
$337K Buy