Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$528K Sell
2025
Q1
$615K Sell
2024
Q4
$566K Buy
2024
Q3
$387K Buy
2024
Q2
$301K Buy
2024
Q1
$266K Buy
2023
Q4
$219K Buy
2023
Q3
$237K Buy
2023
Q2
$228K Buy
2023
Q1
Sell
2022
Q4
$214K Buy
2018
Q3
Sell
2018
Q2
$5K Buy