Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$690K Buy
2025
Q2
$567K Buy
2025
Q1
$564K Buy
2024
Q4
$550K Buy
2024
Q3
$690K Buy
2024
Q2
$604K Sell
2024
Q1
$616K Buy
2023
Q4
$673K Buy
2023
Q3
$455K Buy
2023
Q2
$431K Buy
2023
Q1
$379K Buy
2022
Q4
$348K Buy
2022
Q3
$278K Buy
2022
Q2
$309K Buy
2021
Q1
Sell
2020
Q4
$90K Buy