Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$597K Buy
2024
Q3
$226K Buy
2021
Q4
Sell
2021
Q3
$223K Buy
2020
Q4
Sell
2020
Q3
$67K Buy
2020
Q2
$52K Buy
2019
Q2
Sell
2019
Q1
$22K Buy