Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$290K Sell
2024
Q4
$944K Buy
2024
Q1
Sell
2023
Q4
$597K Buy
2023
Q1
Sell
2022
Q4
$950K Buy
2022
Q3
Sell
2022
Q2
$246K Sell
2022
Q1
$506K Buy
2020
Q4
Sell
2020
Q3
$817K Buy