Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$757K Sell
2024
Q3
$991K Buy
2024
Q2
$748K Sell
2024
Q1
$920K Buy
2023
Q4
$913K Buy
2023
Q3
$836K Buy
2023
Q2
$820K Buy
2023
Q1
$829K Buy
2020
Q3
Sell
2020
Q2
$2K Buy
2020
Q1
Sell
2019
Q4
$0 Buy