Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$575K Sell
2024
Q4
$730K Buy
2020
Q4
Sell
2020
Q3
$461K Buy
2019
Q1
Sell
2018
Q4
$568K Buy