Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Sell
2024
Q3
$678K Sell
2024
Q2
$847K Sell
2024
Q1
$1.71M Buy
2023
Q4
Sell
2023
Q3
$344K Sell
2023
Q2
$403K Buy
2022
Q2
Hold
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Hold