Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$668K Buy
2021
Q3
Sell
2021
Q2
$600K Buy
2021
Q1
$24K Sell
2020
Q4
$53K Buy
2020
Q2
Sell
2020
Q1
$131K Buy