Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$660K Buy
2023
Q3
Sell
2023
Q2
$244K Buy
2023
Q1
Sell
2022
Q4
$218K Buy
2022
Q1
Sell
2021
Q4
$339K Buy
2019
Q1
Sell
2018
Q4
$210K Buy