Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$560K Sell
2024
Q4
$996K Buy
2024
Q3
$231K Buy
2024
Q1
Sell
2023
Q4
$1.11M Sell
2023
Q3
$1.8M Buy
2023
Q2
$657K Sell
2023
Q1
$607K Buy
2021
Q2
Sell
2021
Q1
$506K Buy
2020
Q4
$132K Sell
2020
Q3
$185K Buy