Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$968K Buy
2025
Q2
$762K Buy
2024
Q4
$532K Buy
2024
Q3
$324K Buy
2024
Q2
$260K Buy
2024
Q1
$257K Sell
2023
Q4
$247K Sell
2023
Q3
$263K Sell
2023
Q2
$377K Buy
2023
Q1
$375K Buy
2022
Q4
$249K Buy
2022
Q3
$200K Sell
2022
Q2
$426K Sell
2022
Q1
$449K Sell
2021
Q4
$533K Buy