Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$628K Sell
2025
Q1
$492K Hold
2024
Q4
$407K Buy
2023
Q1
Sell
2022
Q4
$357K Sell
2022
Q3
$420K Buy
2021
Q2
Sell
2021
Q1
$325K Buy
2020
Q4
$301K Buy
2020
Q3
Sell
2020
Q2
$305K Sell
2020
Q1
$322K Sell
2019
Q4
$984K Buy