Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$942K Buy
2025
Q2
$819K Buy
2025
Q1
$710K Sell
2024
Q4
$913K Sell
2024
Q3
$939K Buy
2024
Q2
$847K Buy
2024
Q1
$793K Buy
2023
Q4
$818K Buy
2023
Q3
$738K Buy
2023
Q2
$784K Buy
2023
Q1
$808K Buy
2022
Q4
$820K Buy
2022
Q3
$789K Buy
2022
Q2
$785K Buy
2022
Q1
$872K Buy
2021
Q4
$680K Buy