Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$583K Buy
2025
Q2
$591K Buy
2025
Q1
$525K Sell
2024
Q4
$581K Sell
2024
Q3
$553K Buy
2024
Q2
$493K Buy
2024
Q1
$518K Buy
2023
Q4
$524K Buy
2023
Q3
$557K Buy
2023
Q2
$493K Buy
2023
Q1
$362K Sell
2022
Q4
$335K Buy
2022
Q3
$281K Buy
2022
Q2
$299K Buy
2022
Q1
$380K Buy
2021
Q4
$431K Buy