Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$704K Buy
2024
Q3
$742K Buy
2024
Q2
$552K Buy
2022
Q1
Sell
2021
Q4
$1.18M Buy
2021
Q3
$385K Sell
2021
Q2
$456K Sell
2021
Q1
$1.27M Buy
2020
Q4
$835K Buy
2020
Q3
$577K Buy