Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$870K Buy
2024
Q4
$734K Buy
2024
Q3
$219K Buy
2024
Q2
Sell
2024
Q1
$165K Buy
2023
Q4
$151K Buy
2023
Q1
Sell
2022
Q4
$486K Buy
2022
Q3
$177K Sell
2022
Q2
$208K Buy
2021
Q4
Sell
2021
Q3
$254K Buy
2019
Q2
Sell
2019
Q1
$273K Buy
2018
Q4
$226K Buy