Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$680K Sell
2025
Q1
$839K Buy
2022
Q3
Sell
2022
Q2
$80K Buy
2021
Q4
Sell
2021
Q3
$30K Sell
2021
Q2
$436K Buy
2020
Q4
Sell
2020
Q3
$418K Buy
2020
Q2
$30K Sell
2020
Q1
$297K Buy
2019
Q2
Sell
2019
Q1
$988K Buy