Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$664K Buy
2025
Q2
$641K Buy
2025
Q1
$595K Buy
2024
Q4
$508K Buy
2024
Q3
$580K Buy
2024
Q2
$474K Buy
2024
Q1
$434K Buy
2023
Q4
Sell
2023
Q3
$339K Buy
2023
Q2
$322K Buy
2023
Q1
$246K Sell
2022
Q4
$238K Buy
2022
Q3
$193K Buy
2022
Q2
$178K Sell
2022
Q1
$244K Sell
2021
Q4
$250K Buy