Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$662K Buy
2025
Q2
$559K Buy
2025
Q1
$478K Buy
2024
Q4
$539K Buy
2024
Q3
$519K Buy
2024
Q2
$466K Buy
2024
Q1
$432K Buy
2023
Q4
$342K Buy
2023
Q3
$253K Buy
2023
Q2
$224K Buy
2023
Q1
$175K Buy
2022
Q4
$162K Buy
2022
Q3
$127K Buy
2022
Q2
$120K Buy
2022
Q1
Sell
2021
Q4
$153K Buy