Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$560K Buy
2025
Q2
$499K Buy
2025
Q1
$516K Buy
2024
Q4
$574K Buy
2024
Q3
$685K Buy
2024
Q2
$753K Buy
2024
Q1
$591K Buy
2023
Q4
$622K Buy
2023
Q3
$581K Buy
2023
Q2
$588K Buy
2023
Q1
$514K Buy
2022
Q4
$503K Buy
2022
Q3
$445K Buy
2022
Q2
$318K Sell
2022
Q1
$363K Sell
2021
Q4
$420K Buy