Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
2023
Q3
Sell
2023
Q2
$541K Sell
2023
Q1
$581K Sell
2022
Q4
$649K Sell
2022
Q3
$590K Buy
2022
Q2
$678K Sell
2022
Q1
$666K Buy
2021
Q4
$656K Buy
2021
Q3
$601K Sell
2021
Q2
$896K Buy
2021
Q1
$522K Buy
2020
Q4
$488K Buy
2020
Q3
$300K Buy
2020
Q2
Sell
2020
Q1
$214K Buy