Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$769K Buy
2025
Q2
$398K Sell
2025
Q1
$614K Buy
2024
Q4
$541K Buy
2024
Q3
$636K Buy
2024
Q2
$660K Sell
2024
Q1
$808K Buy
2023
Q4
$621K Buy
2023
Q3
$473K Buy
2023
Q2
$466K Buy
2023
Q1
$368K Buy
2022
Q4
$243K Buy
2020
Q3
Sell
2020
Q2
$73K Sell
2020
Q1
$57K Sell
2019
Q4
$68K Buy