Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$738K Buy
2025
Q2
$729K Buy
2025
Q1
$814K Sell
2024
Q4
$709K Buy
2024
Q3
$873K Buy
2024
Q2
$846K Buy
2024
Q1
$770K Hold
2023
Q4
$780K Buy
2023
Q3
$727K Buy
2023
Q2
$601K Sell
2023
Q1
$672K Buy
2022
Q4
$730K Sell
2022
Q3
$671K Buy
2022
Q2
$724K Buy
2022
Q1
$720K Sell
2021
Q4
$703K Buy