Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$263K Buy
2023
Q3
Sell
2023
Q2
$238K Buy
2022
Q2
Sell
2022
Q1
$537K Buy
2020
Q1
Sell
2019
Q4
$731K Buy
2019
Q3
Sell
2019
Q2
$1.52M Buy