Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$760K Buy
2025
Q2
$767K Sell
2025
Q1
$684K Buy
2024
Q4
$555K Buy
2024
Q3
$510K Buy
2024
Q2
$380K Sell
2024
Q1
$518K Buy
2023
Q4
$285K Sell
2023
Q3
$276K Buy
2023
Q2
$250K Buy
2023
Q1
$242K Sell
2022
Q4
$271K Buy
2022
Q3
Sell
2022
Q2
$270K Buy
2022
Q1
$247K Buy
2021
Q4
$252K Buy