Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$983K Sell
2025
Q1
$769K Buy
2024
Q4
$664K Buy
2022
Q2
Sell
2022
Q1
$280K Sell
2021
Q4
$421K Sell
2021
Q3
$491K Buy
2021
Q2
$395K Buy
2021
Q1
$304K Sell
2020
Q4
$423K Buy