Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$398K Sell
2025
Q1
$583K Buy
2024
Q4
Sell
2024
Q3
$225K Sell
2024
Q2
$339K Buy
2022
Q4
Sell
2022
Q3
$262K Buy
2022
Q2
Sell
2022
Q1
$371K Buy
2021
Q4
Sell
2021
Q3
$201K Sell
2021
Q2
$907K Buy
2020
Q1
Sell
2019
Q4
$1.17M Buy