Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$895K Buy
2025
Q2
$648K Buy
2025
Q1
$409K Buy
2024
Q4
$343K Sell
2024
Q3
$450K Buy
2024
Q2
$231K Sell
2024
Q1
$262K Buy
2023
Q4
$275K Buy
2022
Q3
Sell
2022
Q2
$256K Sell
2022
Q1
$346K Sell
2021
Q4
$271K Buy
2021
Q3
$228K Buy