Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$647K Buy
2025
Q2
$583K Sell
2025
Q1
$621K Buy
2024
Q4
$508K Buy
2024
Q3
$507K Buy
2024
Q2
$460K Buy
2024
Q1
$494K Buy
2023
Q4
$479K Sell
2023
Q3
$459K Buy
2023
Q2
$449K Buy
2023
Q1
$408K Sell
2022
Q4
$435K Buy
2022
Q3
$356K Buy
2022
Q2
$262K Buy
2022
Q1
$286K Sell
2021
Q4
$311K Buy