Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$832K Sell
2024
Q4
$934K Buy
2024
Q2
Sell
2024
Q1
$562K Buy
2022
Q1
Sell
2021
Q4
$236K Buy
2021
Q3
$322K Buy
2021
Q2
$438K Buy
2021
Q1
$351K Sell
2020
Q4
$990K Sell
2020
Q3
$1.43M Buy
2020
Q2
$470K Buy