Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$777K Buy
2024
Q4
$308K Sell
2024
Q3
$395K Buy
2024
Q2
Sell
2024
Q1
$663K Buy
2023
Q3
Sell
2023
Q2
$208K Buy
2021
Q4
Sell
2021
Q3
$404K Buy
2021
Q1
Sell
2020
Q4
$795K Buy