Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$607K Buy
2025
Q1
$415K Sell
2024
Q4
$638K Buy
2024
Q3
$254K Buy
2023
Q1
Sell
2022
Q4
$394K Sell
2022
Q3
$325K Sell
2022
Q2
$393K Sell
2022
Q1
$418K Sell
2021
Q4
$500K Sell
2021
Q3
$793K Buy
2021
Q2
$724K Sell
2021
Q1
$1.04M Sell
2020
Q4
$898K Buy
2020
Q3
$716K Buy