Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$767K Buy
2025
Q1
$666K Buy
2024
Q4
$541K Buy
2024
Q3
$428K Buy
2024
Q2
$329K Buy
2024
Q1
$242K Sell
2023
Q4
$346K Buy
2022
Q1
Sell
2021
Q4
$276K Hold
2021
Q3
$237K Buy
2021
Q1
Sell
2020
Q4
$432K Buy
2018
Q4
Sell
2018
Q3
$393K Buy