Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$644K Buy
2025
Q2
$657K Sell
2025
Q1
$645K Buy
2024
Q4
$487K Sell
2024
Q3
$604K Buy
2024
Q2
$579K Buy
2024
Q1
$524K Buy
2023
Q4
$540K Sell
2023
Q3
$488K Buy
2023
Q2
$383K Buy
2023
Q1
$426K Sell
2022
Q4
$457K Buy
2022
Q3
$283K Buy
2022
Q2
$276K Buy
2022
Q1
$237K Buy