Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$572K Buy
2022
Q3
Sell
2022
Q2
$888K Buy
2021
Q3
Sell
2021
Q2
$99K Buy
2021
Q1
$35K Sell
2020
Q4
$352K Sell
2020
Q3
$473K Buy
2020
Q2
$77K Sell
2020
Q1
$120K Buy