Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$582K Buy
2025
Q2
$471K Buy
2025
Q1
$323K Buy
2024
Q4
$271K Sell
2024
Q3
$226K Buy
2024
Q2
$241K Sell
2024
Q1
$746K Buy
2023
Q4
$717K Buy
2023
Q3
$203K Buy
2022
Q2
Sell
2022
Q1
$242K Sell
2021
Q4
$291K Buy
2021
Q3
$256K Buy
2020
Q2
Sell
2020
Q1
$230K Buy