Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$727K Sell
2025
Q2
$735K Buy
2025
Q1
$678K Sell
2024
Q4
$765K Buy
2024
Q3
$792K Sell
2024
Q2
$613K Sell
2024
Q1
$603K Buy
2023
Q4
$381K Buy
2023
Q3
$227K Buy
2020
Q1
$551K Buy
2019
Q4
$435K Buy