Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$952K Buy
2025
Q1
$828K Sell
2024
Q4
$825K Buy
2024
Q3
$716K Buy
2024
Q2
$623K Buy
2024
Q1
$289K Buy
2023
Q4
$223K Buy
2023
Q3
$235K Buy
2023
Q2
$223K Buy
2020
Q4
Sell
2020
Q3
$419K Sell
2020
Q2
$528K Buy
2020
Q1
$430K Sell
2019
Q4
$577K Buy