Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$989K Buy
2025
Q2
$804K Buy
2025
Q1
$701K Buy
2024
Q4
$719K Buy
2024
Q3
$585K Buy
2024
Q2
$612K Sell
2024
Q1
$790K Buy
2023
Q4
$771K Buy
2023
Q3
$508K Buy
2023
Q2
$318K Sell
2023
Q1
$323K Buy
2022
Q4
$276K Sell
2022
Q3
$362K Buy
2019
Q3
Sell
2019
Q2
$351K Sell
2019
Q1
$360K Buy