Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$705K Sell
2025
Q2
$710K Buy
2025
Q1
$754K Buy
2024
Q4
$634K Buy
2024
Q3
$630K Buy
2024
Q2
$664K Buy
2024
Q1
$664K Sell
2023
Q4
$650K Buy
2023
Q3
$729K Buy
2023
Q2
$676K Sell
2023
Q1
$717K Sell
2022
Q4
$801K Buy
2022
Q3
$638K Buy
2022
Q2
$639K Sell
2022
Q1
$738K Sell
2021
Q4
$756K Buy