Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$729K Sell
2025
Q2
$878K Buy
2025
Q1
$759K Buy
2024
Q4
$757K Buy
2024
Q3
$764K Sell
2024
Q2
$643K Buy
2024
Q1
$556K Buy
2023
Q4
$542K Sell
2023
Q3
$511K Buy
2023
Q2
$455K Buy
2023
Q1
$435K Buy
2022
Q4
$269K Buy
2022
Q3
$230K Sell
2022
Q2
$258K Sell
2022
Q1
$399K Buy
2021
Q4
$363K Sell
2021
Q3
$323K Buy
2021
Q2
$302K Buy
2021
Q1
$191K Buy