Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
2025
Q1
$637K Sell
2024
Q4
$3.08M Sell
2024
Q3
$3.26M Sell
2024
Q2
$3.03M Buy
2024
Q1
$2.84M Sell
2023
Q4
$2.49M Buy
2023
Q3
$1.97M Buy
2023
Q2
$841K Buy
2020
Q3
Sell
2020
Q2
$61K Sell
2020
Q1
$49K Sell
2019
Q4
$111K Buy