Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$707K Buy
2025
Q2
$707K Buy
2025
Q1
$686K Buy
2024
Q4
$516K Buy
2024
Q3
$474K Buy
2024
Q2
$359K Sell
2024
Q1
$332K Buy
2023
Q4
$314K Buy
2023
Q3
$255K Buy
2021
Q1
Sell
2020
Q4
$221K Sell
2020
Q3
$432K Buy
2020
Q1
Sell
2019
Q4
$735K Buy