Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$692K Buy
2025
Q2
$716K Buy
2025
Q1
$725K Buy
2024
Q4
$635K Buy
2024
Q3
$563K Buy
2024
Q2
$588K Buy
2024
Q1
$454K Buy
2023
Q4
Sell
2023
Q3
$279K Buy
2023
Q2
$274K Buy
2023
Q1
$213K Buy
2022
Q4
$180K Buy
2022
Q3
$138K Sell
2022
Q2
$172K Buy