Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$989K Buy
2025
Q1
$336K Buy
2024
Q4
$399K Hold
2024
Q3
$378K Sell
2024
Q2
$399K Sell
2024
Q1
$386K Sell
2023
Q4
$310K Sell
2023
Q3
$320K Buy
2020
Q3
Sell
2020
Q2
$277K Sell
2020
Q1
$285K Buy
2019
Q4
$348K Sell
2019
Q3
$363K Sell
2019
Q2
$471K Sell
2019
Q1
$412K Buy