Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$605K Sell
2025
Q2
$633K Sell
2025
Q1
$754K Buy
2024
Q4
$625K Buy
2024
Q3
$591K Buy
2024
Q2
$524K Buy
2024
Q1
$342K Buy
2023
Q4
$300K Buy
2023
Q3
$212K Buy
2022
Q2
Sell
2022
Q1
$207K Buy