Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$907K Buy
2024
Q4
$639K Sell
2024
Q3
$822K Buy
2024
Q2
$600K Buy
2024
Q1
$414K Buy
2022
Q2
Sell
2022
Q1
$206K Sell
2021
Q4
$388K Buy
2021
Q3
Sell
2021
Q2
$405K Sell
2021
Q1
$385K Sell
2020
Q4
$551K Sell
2020
Q3
$0 Buy
2020
Q2
$566K Sell
2020
Q1
$377K Buy
2019
Q4
$371K Sell
2019
Q3
$351K Buy