Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
2025
Q1
$354K Sell
2024
Q4
$303K Buy
2021
Q3
Sell
2021
Q2
$269K Sell
2021
Q1
$316K Sell
2020
Q4
$2.94M Sell
2020
Q3
$3.47M Buy
2020
Q2
$2.84M Buy
2020
Q1
$2.14M Buy
2019
Q4
$2.12M Buy
2019
Q3
$1.39M Buy