Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$851K Buy
2025
Q2
$809K Sell
2025
Q1
$774K Buy
2024
Q4
$664K Sell
2024
Q3
$875K Buy
2024
Q2
$838K Buy
2024
Q1
$930K Buy
2023
Q4
$739K Buy
2023
Q3
$650K Buy
2023
Q2
$594K Buy
2023
Q1
$506K Buy
2022
Q4
$431K Buy
2022
Q3
$319K Buy
2022
Q2
$297K Sell
2022
Q1
$476K Sell
2021
Q4
$391K Buy