Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$555K Buy
2024
Q4
$211K Buy
2024
Q3
$260K Sell
2024
Q2
$258K Buy
2024
Q1
$210K Buy
2023
Q4
$212K Buy
2020
Q4
Sell
2020
Q3
$233K Buy
2020
Q2
$215K Buy
2019
Q2
Sell
2019
Q1
$564K Buy
2018
Q4
$466K Buy
2018
Q3
$320K Buy