Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$578K Buy
2024
Q3
$651K Buy
2020
Q4
Sell
2020
Q3
$441K Buy
2020
Q2
$352K Sell
2020
Q1
$508K Sell
2019
Q4
$625K Sell
2019
Q3
$558K Buy