Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$679K Buy
2024
Q4
$515K Buy
2024
Q1
Sell
2023
Q4
$612K Buy
2023
Q3
Sell
2023
Q2
$920K Buy
2020
Q3
Sell
2020
Q2
$652K Buy
2019
Q2
Sell
2019
Q1
$741K Buy
2018
Q2
Sell
2018
Q1
$1.02M Buy