Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$734K Sell
2025
Q1
$689K Buy
2024
Q4
$811K Buy
2024
Q3
$685K Sell
2024
Q2
$696K Buy
2024
Q1
$350K Buy
2020
Q1
Sell
2019
Q4
$271K Sell
2019
Q3
$521K Buy