Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$394K Sell
2024
Q4
$518K Sell
2024
Q3
$1.48M Buy
2022
Q2
Sell
2022
Q1
$285K Buy
2020
Q3
Sell
2020
Q2
$218K Buy
2019
Q4
Sell
2019
Q3
$344K Buy