Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$598K Buy
2023
Q4
Sell
2023
Q3
$202K Buy
2023
Q2
Sell
2023
Q1
$432K Buy
2022
Q4
$304K Sell
2022
Q3
$443K Buy
2022
Q2
Sell
2022
Q1
$253K Buy
2021
Q3
Sell
2021
Q2
$283K Buy
2019
Q3
Sell
2019
Q2
$249K Buy
2018
Q3
Sell
2018
Q2
$304K Buy