Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
2025
Q1
$217K Buy
2024
Q4
$142K Sell
2024
Q3
$231K Sell
2024
Q2
$192K Buy
2023
Q4
Sell
2023
Q3
$234K Buy
2023
Q2
$189K Sell
2023
Q1
$269K Buy
2020
Q1
Sell
2019
Q4
$441K Buy
2019
Q3
$208K Buy