Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
2025
Q1
$290K Sell
2024
Q4
$552K Buy
2024
Q3
$204K Sell
2024
Q2
$310K Buy
2023
Q2
Sell
2023
Q1
$595K Sell
2022
Q4
$842K Buy
2022
Q2
Sell
2022
Q1
$458K Buy
2020
Q4
Sell
2020
Q3
$400K Buy
2018
Q1
Sell
2017
Q4
$489K Buy