Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$826K Buy
2025
Q2
$797K Buy
2025
Q1
$637K Buy
2024
Q4
$477K Buy
2024
Q3
$382K Sell
2024
Q2
$464K Sell
2024
Q1
$502K Sell
2023
Q4
$552K Sell
2023
Q3
$831K Buy
2023
Q2
$790K Sell
2023
Q1
$823K Buy
2022
Q4
$732K Buy
2022
Q3
$608K Buy
2022
Q2
$481K Buy
2022
Q1
$552K Buy
2021
Q4
$575K Buy