Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$666K Sell
2025
Q2
$551K Buy
2025
Q1
$497K Buy
2024
Q4
$434K Buy
2024
Q3
$469K Sell
2024
Q2
$434K Buy
2024
Q1
$359K Buy
2023
Q4
$292K Buy
2023
Q3
$259K Sell
2023
Q2
$285K Buy
2023
Q1
$235K Buy
2022
Q4
$215K Buy