Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$366K Sell
2025
Q1
$745K Buy
2024
Q4
$345K Buy
2021
Q2
Sell
2021
Q1
$463K Buy
2018
Q2
Sell
2018
Q1
$2.47M Buy