Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$826K Sell
2025
Q1
$918K Buy
2024
Q4
$745K Buy
2024
Q3
$671K Sell
2024
Q2
$640K Buy
2024
Q1
$560K Buy
2023
Q4
$485K Buy
2023
Q3
$377K Buy
2020
Q2
Sell
2020
Q1
$500K Buy
2019
Q4
$561K Sell
2019
Q3
$605K Sell
2019
Q2
$780K Sell
2019
Q1
$721K Buy