Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$442K Buy
2024
Q4
Sell
2024
Q3
$427K Sell
2024
Q2
$470K Buy
2024
Q1
$405K Sell
2023
Q4
$837K Sell
2023
Q3
$774K Buy
2023
Q2
$529K Buy
2023
Q1
Sell
2022
Q4
$1.17M Buy
2022
Q3
$520K Buy
2018
Q1
Sell
2017
Q4
$917K Buy