Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$648K Sell
2025
Q2
$633K Sell
2025
Q1
$720K Buy
2024
Q4
$775K Buy
2024
Q3
$881K Buy
2024
Q2
$956K Sell
2024
Q1
$1.05M Buy
2023
Q4
$863K Buy
2022
Q4
$925K Buy
2022
Q3
$713K Sell
2022
Q2
$772K Sell
2022
Q1
$667K Sell
2021
Q4
$671K Buy