Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$644K Sell
2025
Q2
$852K Buy
2025
Q1
$930K Buy
2024
Q4
$762K Buy
2024
Q3
$518K Buy
2024
Q2
$486K Buy
2024
Q1
$439K Buy
2023
Q4
$441K Buy
2022
Q4
$286K Buy
2022
Q3
$244K Sell
2022
Q2
$286K Sell
2022
Q1
$348K Buy
2021
Q4
$326K Buy