Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$930K Sell
2024
Q4
$938K Sell
2024
Q3
$977K Sell
2024
Q2
$1.02M Buy
2024
Q1
$261K Sell
2023
Q4
$264K Sell
2023
Q3
$253K Sell
2023
Q2
$226K Buy
2023
Q1
$144K Sell
2022
Q4
$118K Sell
2022
Q3
$162K Buy
2020
Q2
Sell
2020
Q1
$32K Sell
2019
Q4
$359K Sell
2019
Q3
$565K Buy