Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$378K Sell
2025
Q1
$932K Buy
2024
Q4
$617K Buy
2023
Q3
Sell
2023
Q2
$382K Hold
2023
Q1
$429K Hold
2022
Q4
$368K Sell
2022
Q3
$881K Hold
2022
Q2
$624K Buy
2017
Q1
Sell
2016
Q4
$95K Hold
2016
Q3
$115K Buy