Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$944K Sell
2024
Q4
$798K Buy
2024
Q3
$713K Buy
2024
Q2
$600K Sell
2024
Q1
$663K Sell
2023
Q4
$739K Buy
2023
Q3
$572K Buy
2023
Q2
$313K Buy
2020
Q3
Sell
2020
Q2
$2K Buy
2020
Q1
Sell
2019
Q4
$3K Buy