Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$789K Sell
2025
Q2
$867K Buy
2025
Q1
$748K Buy
2024
Q4
$605K Sell
2024
Q3
$627K Buy
2024
Q2
$561K Buy
2024
Q1
$586K Buy
2023
Q4
$567K Buy
2023
Q3
$425K Sell
2023
Q2
$488K Buy
2023
Q1
$447K Buy
2022
Q4
$435K Sell
2022
Q3
$403K Buy
2022
Q2
$377K Buy
2022
Q1
$383K Buy
2021
Q4
$242K Buy