Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
2025
Q1
$518K Buy
2024
Q4
$613K Buy
2024
Q3
$599K Buy
2024
Q2
$453K Hold
2024
Q1
$497K Hold
2023
Q4
$413K Hold
2023
Q3
$368K Hold
2023
Q2
$380K Hold
2023
Q1
$393K Buy
2019
Q1
Sell
2018
Q4
$3K Buy