Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Hold
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$622K Buy
2023
Q1
Sell
2022
Q4
$492K Sell
2022
Q3
$473K Sell
2022
Q2
$521K Sell
2022
Q1
$532K Sell
2021
Q4
$828K Buy
2021
Q3
$447K Sell
2021
Q2
$690K Buy
2018
Q4
Sell
2018
Q3
$311K Buy