Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$665K Buy
2025
Q2
$619K Buy
2025
Q1
$491K Buy
2024
Q4
$435K Buy
2024
Q3
$425K Sell
2024
Q2
$425K Sell
2024
Q1
$458K Buy
2023
Q4
$378K Sell
2023
Q3
$496K Sell
2023
Q2
$742K Sell
2023
Q1
$834K Buy
2022
Q4
$563K Buy
2022
Q3
$466 Buy
2022
Q2
$331K Buy
2022
Q1
$348K Buy
2021
Q4
$272K Buy