Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$577K Buy
2024
Q2
Sell
2024
Q1
$597K Buy
2023
Q4
Sell
2023
Q3
$415K Sell
2023
Q2
$513K Buy
2022
Q4
Sell
2022
Q3
$381K Buy
2022
Q2
$415K Buy
2022
Q1
Sell
2021
Q4
$406K Sell
2021
Q3
$503K Buy
2021
Q2
$320K Sell
2021
Q1
$1.67M Buy
2020
Q4
$486K Buy