Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$319K Sell
2025
Q1
$334K Buy
2024
Q4
$315K Buy
2022
Q3
Sell
2022
Q2
$289K Buy
2022
Q1
$232K Sell
2021
Q4
$379K Buy
2021
Q3
$462K Sell
2021
Q2
$695K Sell
2021
Q1
$859K Buy
2020
Q4
$550K Buy
2020
Q3
$658K Buy
2020
Q2
$333K Buy