Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$498K Sell
2024
Q3
$699K Buy
2021
Q4
Sell
2021
Q3
$552K Sell
2021
Q2
$641K Sell
2021
Q1
$517K Buy
2020
Q4
$274K Sell
2020
Q3
$535K Buy