Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$724K Sell
2024
Q4
$769K Buy
2024
Q3
$219K Sell
2024
Q2
$883K Buy
2024
Q1
$342K Buy
2023
Q4
$372K Buy
2021
Q2
Sell
2021
Q1
$207K Buy
2020
Q4
$106K Buy
2020
Q3
Sell
2020
Q2
$150K Buy
2020
Q1
$53K Buy