Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$845K Buy
2024
Q4
$537K Buy
2024
Q3
$478K Buy
2023
Q4
Sell
2023
Q3
$644K Buy
2020
Q1
Sell
2019
Q4
$214K Buy
2017
Q3
Sell
2017
Q2
$508K Buy