Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$754K Buy
2025
Q2
$732K Buy
2025
Q1
$770K Buy
2024
Q4
$653K Buy
2024
Q3
$596K Buy
2024
Q2
$481K Sell
2024
Q1
$575K Buy
2023
Q4
$511K Sell
2023
Q3
$635K Buy
2023
Q2
$615K Buy
2023
Q1
$555K Buy
2022
Q4
$422K Buy
2022
Q3
$358K Buy
2022
Q2
Sell
2022
Q1
$291K Buy
2021
Q4
$214K Buy