Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$751K Buy
2025
Q2
$819K Buy
2025
Q1
$840K Buy
2024
Q4
$686K Buy
2024
Q3
$209K Buy
2023
Q4
Sell
2023
Q3
$239K Buy
2023
Q2
$217K Buy
2023
Q1
Sell
2022
Q4
$202K Buy
2022
Q3
Sell
2022
Q2
$231K Sell
2022
Q1
$352K Buy
2021
Q4
$304K Sell
2021
Q3
$340K Buy
2021
Q2
$335K Sell
2021
Q1
$320K Buy
2020
Q4
$291K Buy