Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$578K Buy
2024
Q1
Sell
2023
Q4
$736K Buy
2021
Q1
Sell
2020
Q4
$243K Sell
2020
Q3
$189K Buy
2020
Q1
Sell
2019
Q4
$202K Buy
2019
Q3
Sell
2019
Q2
$216K Buy
2019
Q1
Sell
2018
Q4
$249K Buy