Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$724K Buy
2025
Q2
$758K Sell
2025
Q1
$760K Sell
2024
Q4
$925K Buy
2024
Q3
$1.03M Buy
2024
Q2
$1.02M Sell
2024
Q1
$947K Buy
2023
Q4
$1.11M Buy
2023
Q3
$873K Buy
2023
Q2
$773K Buy
2023
Q1
$589K Buy
2022
Q4
$484K Sell
2022
Q3
$466K Buy
2022
Q2
$605K Buy
2022
Q1
$681K Sell
2021
Q4
$915K Buy