Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$718K Buy
2025
Q2
$780K Buy
2025
Q1
$768K Buy
2024
Q4
$714K Buy
2024
Q1
Sell
2023
Q4
$531K Sell
2023
Q3
$568K Buy
2023
Q2
$626K Buy
2023
Q1
$513K Buy
2022
Q4
$408K Buy
2022
Q3
$330K Buy