Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$802K Buy
2025
Q1
$737K Buy
2024
Q4
$827K Buy
2024
Q3
$922K Buy
2024
Q2
$928K Buy
2024
Q1
$787K Sell
2023
Q4
$1.1M Buy
2023
Q3
$927K Sell
2023
Q2
$932K Sell
2023
Q1
$768K Buy
2022
Q4
$645K Buy
2022
Q3
$486K Buy
2022
Q2
$641K Buy
2022
Q1
$569K Buy