Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$551K Buy
2025
Q2
$484K Buy
2025
Q1
$409K Buy
2024
Q4
$403K Buy
2024
Q3
$412K Buy
2024
Q2
$353K Buy
2024
Q1
$357K Sell
2023
Q4
$383K Buy
2023
Q3
$306K Buy
2023
Q2
$313K Buy
2023
Q1
$273K Buy
2022
Q4
$236K Buy
2022
Q3
$207K Buy
2021
Q1
Sell
2020
Q4
$313K Buy
2020
Q3
$211K Buy