Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$332K Buy
2024
Q4
$284K Sell
2024
Q3
$305K Sell
2024
Q2
$305K Sell
2024
Q1
$291K Buy
2023
Q4
$247K Buy
2023
Q3
$208K Buy
2023
Q2
$206K Sell
2023
Q1
$208K Buy
2019
Q1
Sell
2018
Q4
$18K Buy