Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$765K Sell
2025
Q2
$756K Sell
2025
Q1
$1.03M Buy
2024
Q4
$909K Buy
2024
Q3
$1.02M Buy
2024
Q2
$790K Buy
2024
Q1
$833K Buy
2023
Q4
$729K Buy
2023
Q3
$394K Buy
2023
Q2
$306K Buy
2023
Q1
$284K Buy
2022
Q4
$258K Buy