Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$877K Buy
2024
Q3
Sell
2024
Q2
$404K Buy
2023
Q2
Sell
2023
Q1
$938K Buy
2021
Q4
Sell
2021
Q3
$593K Buy
2020
Q3
Sell
2020
Q2
$37K Buy