Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$730K Buy
2025
Q2
$589K Buy
2025
Q1
$636K Sell
2024
Q4
$552K Buy
2024
Q3
$541K Buy
2024
Q2
$564K Buy
2024
Q1
$552K Buy
2023
Q4
$513K Sell
2023
Q3
$596K Buy
2023
Q2
$478K Buy
2023
Q1
$453K Buy
2022
Q4
Sell
2022
Q3
$241K Buy
2018
Q4
Sell
2018
Q3
$55K Buy
2018
Q2
$43K Buy
2018
Q1
$38K Buy