Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$781K Buy
2025
Q1
$578K Buy
2024
Q4
$556K Buy
2024
Q3
$517K Sell
2024
Q2
$725K Buy
2024
Q1
$690K Buy
2023
Q4
$606K Buy
2023
Q3
$576K Buy
2023
Q2
$491K Buy
2023
Q1
$476K Buy
2022
Q4
$431K Buy
2022
Q3
$260K Buy