Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$895K Sell
2024
Q4
$1.19M Buy
2023
Q1
Sell
2022
Q4
$408K Buy
2022
Q1
Sell
2021
Q4
$246K Buy
2020
Q3
Sell
2020
Q2
$207K Buy
2019
Q2
Sell
2019
Q1
$241K Buy