Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$307K Sell
2024
Q4
$362K Buy
2024
Q3
$421K Buy
2024
Q2
$444K Sell
2024
Q1
$407K Sell
2023
Q4
$483K Buy
2021
Q1
Sell
2020
Q4
$4K Buy