Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$591K Buy
2025
Q1
$528K Buy
2024
Q4
$482K Sell
2024
Q3
$469K Buy
2024
Q2
$384K Buy
2024
Q1
$362K Sell
2023
Q4
$372K Buy
2023
Q3
$315K Buy
2017
Q3
Sell
2017
Q2
$72K Buy