Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
2025
Q1
$536K Sell
2024
Q4
$628K Sell
2024
Q3
$751K Buy
2024
Q2
$766K Buy
2024
Q1
$790K Buy
2023
Q4
$629K Buy
2023
Q3
$567K Buy
2023
Q2
$512K Buy
2023
Q1
$417K Buy
2022
Q4
$327K Buy
2020
Q1
Sell
2019
Q4
$119K Buy