Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$657K Buy
2025
Q2
$497K Buy
2025
Q1
$459K Buy
2024
Q4
$508K Buy
2024
Q3
$557K Buy
2024
Q2
$451K Sell
2024
Q1
$556K Buy
2023
Q4
$455K Buy
2023
Q3
$279K Buy
2023
Q2
$317K Buy
2023
Q1
$237K Buy
2022
Q4
$214K Buy
2022
Q1
Sell
2021
Q4
$416K Buy
2021
Q3
$239K Buy
2021
Q1
Sell
2020
Q4
$67K Buy