Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$799K Buy
2022
Q1
Sell
2021
Q4
$257K Sell
2021
Q3
$387K Buy
2021
Q2
$363K Buy
2021
Q1
$306K Buy
2020
Q4
$233K Buy
2020
Q3
Sell
2020
Q2
$249K Buy
2019
Q2
Sell
2019
Q1
$211K Buy