Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$767K Buy
2025
Q1
$659K Sell
2024
Q4
$585K Buy
2024
Q3
$490K Buy
2024
Q2
$437K Buy
2024
Q1
$398K Buy
2023
Q4
$394K Buy
2023
Q3
Sell
2023
Q2
$254K Sell
2023
Q1
$320K Buy
2022
Q4
$270K Sell
2022
Q3
$266K Buy
2019
Q3
Sell
2019
Q2
$201K Sell
2019
Q1
$233K Sell
2018
Q4
$228K Buy