Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$580K Buy
2025
Q2
$566K Buy
2025
Q1
$540K Sell
2024
Q4
$582K Sell
2024
Q3
$683K Sell
2024
Q2
$545K Sell
2024
Q1
$488K Buy
2023
Q4
$450K Buy
2023
Q3
$329K Buy
2023
Q2
$334K Buy
2023
Q1
$298K Buy
2022
Q4
$321K Sell
2022
Q3
$297K Buy
2022
Q2
$340K Buy
2022
Q1
$337K Buy
2021
Q4
$326K Buy