Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$602K Sell
2025
Q1
$642K Buy
2024
Q4
$644K Sell
2024
Q3
$862K Buy
2024
Q2
$720K Buy
2024
Q1
$646K Buy
2023
Q4
$408K Buy
2021
Q2
Sell
2021
Q1
$1.3M Buy
2020
Q1
Sell
2019
Q4
$1.46M Buy