Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$759K Sell
2025
Q2
$776K Buy
2025
Q1
$685K Buy
2024
Q4
$587K Sell
2024
Q3
$549K Buy
2024
Q2
$474K Buy
2024
Q1
$468K Buy
2023
Q4
$348K Sell
2023
Q3
$371K Buy
2023
Q2
$315K Buy
2023
Q1
$313K Buy
2022
Q4
$244K Buy
2022
Q3
$191K Buy
2022
Q2
$191K Buy
2022
Q1
$201K Buy
2021
Q4
$163K Buy