Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
2025
Q1
$132K Buy
2024
Q4
$169K Sell
2024
Q3
$625K Buy
2023
Q4
Sell
2023
Q3
$176K Buy
2023
Q2
Sell
2023
Q1
$253K Buy
2022
Q1
Sell
2021
Q4
$206K Sell
2021
Q3
$792K Buy
2021
Q2
Sell
2021
Q1
$284K Sell
2020
Q4
$201K Buy