Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$704K Buy
2025
Q2
$672K Buy
2025
Q1
$746K Sell
2024
Q4
$788K Buy
2024
Q3
$880K Buy
2024
Q2
$530K Sell
2024
Q1
$656K Buy
2023
Q4
$619K Sell
2023
Q3
$692K Sell
2023
Q2
$760K Sell
2023
Q1
$713K Buy
2022
Q4
$504K Sell
2022
Q3
$566K Buy
2022
Q2
$670K Buy
2022
Q1
$640K Buy
2021
Q4
$259K Buy