Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
2024
Q4
Sell
2024
Q3
$568K Buy
2023
Q2
Sell
2023
Q1
$714K Buy
2022
Q2
Sell
2022
Q1
$333K Buy
2021
Q4
Sell
2021
Q3
$354K Buy
2021
Q2
Sell
2021
Q1
$242K Buy
2020
Q4
$213K Sell
2020
Q3
$521K Buy