Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$708K Buy
2025
Q2
$671K Buy
2025
Q1
$707K Buy
2024
Q4
$799K Buy
2024
Q3
$773K Buy
2024
Q2
$846K Buy
2024
Q1
$784K Buy
2023
Q4
$661K Sell
2023
Q3
$702K Sell
2023
Q2
$673K Buy
2023
Q1
$613K Buy
2022
Q4
$405K Sell
2022
Q3
$397K Buy
2022
Q2
$573K Sell
2022
Q1
$524K Sell
2021
Q4
$806K Buy
2021
Q3
$657K Buy
2021
Q2
$871K Buy
2021
Q1
$796K Buy