Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$838 Buy
2023
Q2
Sell
2023
Q1
$337K Sell
2022
Q4
$337K Sell
2022
Q3
$294K Buy
2022
Q2
$302K Sell
2022
Q1
$347K Sell
2021
Q4
$1.41M Buy
2021
Q3
$1.26M Buy
2021
Q2
$1.37M Buy
2021
Q1
$1.29M Buy
2020
Q4
$881K Buy
2020
Q3
$773K Buy
2020
Q2
$587K Buy