Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$497K Buy
2024
Q4
Sell
2024
Q3
$430K Buy
2024
Q1
Sell
2023
Q4
$416K Buy
2020
Q1
Sell
2019
Q4
$313K Buy
2019
Q3
$201K Buy