Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$698K Sell
2025
Q1
$943K Buy
2024
Q4
$769K Buy
2024
Q3
$698K Sell
2024
Q2
$655K Sell
2024
Q1
$1.07M Buy
2023
Q4
Hold
2023
Q2
Hold
2023
Q1
Hold
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold
2019
Q3
Hold