Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$400K Sell
2025
Q1
$540K Sell
2024
Q4
$574K Buy
2024
Q3
Sell
2024
Q2
$687K Buy
2022
Q2
Sell
2022
Q1
$268K Buy
2020
Q1
Sell
2019
Q4
$499K Buy
2019
Q3
Sell
2019
Q2
$443K Buy