Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$588K Sell
2025
Q2
$529K Buy
2025
Q1
$530K Sell
2024
Q4
$596K Buy
2023
Q3
$604K Buy
2023
Q2
$593K Buy
2023
Q1
$537K Buy
2022
Q4
$512K Buy
2022
Q3
$412K Buy
2022
Q2
$259K Sell
2022
Q1
$341K Sell
2021
Q4
$385K Buy