Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
2025
Q1
$721K Buy
2024
Q4
$788K Buy
2024
Q3
$498K Buy
2024
Q2
$409K Sell
2024
Q1
$342K Buy
2023
Q4
$238K Buy
2023
Q3
Sell
2023
Q2
$236K Buy
2019
Q1
Sell
2018
Q4
$14K Buy