Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
2025
Q1
$373K Sell
2024
Q4
$450K Hold
2024
Q3
$369K Sell
2024
Q2
$398K Sell
2024
Q1
$357K Buy
2022
Q1
Sell
2021
Q4
$363K Buy
2021
Q3
$387K Buy
2019
Q3
Sell
2019
Q2
$348K Sell
2019
Q1
$411K Buy