Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$530K Buy
2025
Q2
$492K Buy
2025
Q1
$415K Buy
2024
Q4
$417K Sell
2024
Q3
$367K Buy
2024
Q2
$302K Buy
2024
Q1
$311K Buy
2023
Q4
$223K Buy
2023
Q3
$209K Buy
2023
Q2
$188K Buy
2023
Q1
$168K Sell
2022
Q4
$165K Buy
2022
Q3
$157K Buy
2022
Q2
$155K Sell
2022
Q1
$213K Sell
2021
Q4
$259K Buy