Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
2025
Q1
$860K Sell
2024
Q4
$858K Sell
2024
Q3
$1.16M Buy
2024
Q2
$936K Sell
2024
Q1
$914K Buy
2023
Q4
$735K Buy
2023
Q3
$586K Buy
2023
Q2
$606K Buy
2019
Q1
Sell
2018
Q4
$26K Buy