Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$869K Buy
2025
Q2
$985K Sell
2025
Q1
$888K Buy
2024
Q4
$807K Buy
2024
Q3
$715K Buy
2024
Q2
$541K Buy
2024
Q1
$457K Buy
2023
Q4
$337K Sell
2023
Q3
$289K Buy
2023
Q2
$280K Buy
2023
Q1
$236K Buy
2020
Q4
Sell
2020
Q3
$394K Buy
2020
Q2
$312K Buy
2020
Q1
$229K Buy
2019
Q4
$269K Buy