Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$647K Sell
2025
Q2
$646K Sell
2025
Q1
$722K Buy
2024
Q4
$642K Sell
2024
Q3
$795K Buy
2024
Q2
$653K Buy
2024
Q1
$546K Buy
2023
Q4
$455K Buy
2023
Q3
$475K Buy
2023
Q2
$306K Buy
2022
Q1
Sell
2021
Q4
$601K Buy