Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$550K Buy
2025
Q2
$558K Buy
2025
Q1
$543K Buy
2024
Q4
$436K Buy
2024
Q3
$415K Buy
2024
Q2
$351K Sell
2024
Q1
$330K Buy
2023
Q4
$312K Sell
2023
Q3
$279K Buy
2023
Q2
$260K Buy
2023
Q1
$282K Sell
2022
Q4
$366K Buy
2022
Q3
$296K Buy
2022
Q2
$400K Sell
2022
Q1
$427K Buy
2021
Q4
$399K Buy