Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$897K Buy
2025
Q2
$757K Buy
2025
Q1
$646K Buy
2022
Q2
Sell
2022
Q1
$432K Buy
2021
Q4
$484K Buy
2021
Q3
$477K Buy
2021
Q2
$556K Buy
2021
Q1
$467K Buy
2020
Q4
$401K Buy
2020
Q3
$230K Buy
2020
Q2
$216K Buy