Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
2025
Q1
$388K Buy
2024
Q4
$211K Sell
2024
Q3
$799K Buy
2024
Q2
$226K Buy
2017
Q2
Sell
2017
Q1
$27K Buy