Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$895K Buy
2024
Q3
$873K Buy
2023
Q3
Sell
2023
Q2
$869K Sell
2023
Q1
$885K Sell
2022
Q4
$884K Buy
2022
Q3
$803K Buy
2021
Q3
Sell
2021
Q2
$538K Buy
2021
Q1
$451K Buy
2020
Q4
$306K Buy