Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$938K Sell
2025
Q2
$903K Buy
2025
Q1
$914K Sell
2024
Q4
$947K Buy
2024
Q3
$880K Buy
2024
Q2
$635K Buy
2024
Q1
$651K Buy
2023
Q4
$472K Buy
2023
Q3
$445K Sell
2023
Q2
$496K Buy
2023
Q1
$514K Buy
2022
Q4
$443K Buy
2022
Q3
$414K Buy
2022
Q2
$454K Buy
2022
Q1
$446K Sell
2021
Q4
$425K Buy
2021
Q3
$371K Buy
2021
Q2
$365K Buy
2021
Q1
$235K Buy