Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$805K Buy
2025
Q2
$821K Buy
2025
Q1
$506K Buy
2024
Q4
$214K Sell
2024
Q3
$878K Buy
2024
Q2
$698K Buy
2024
Q1
$688K Buy
2023
Q4
Sell
2023
Q3
$487K Buy
2023
Q2
Sell
2023
Q1
$555K Buy
2022
Q4
Sell
2022
Q3
$645K Buy
2022
Q2
$677K Buy
2022
Q1
$479K Buy