Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
2024
Q3
Sell
2024
Q2
$321K Sell
2024
Q1
$551K Buy
2023
Q4
$245K Buy
2023
Q2
Sell
2023
Q1
$642K Buy
2022
Q3
Sell
2022
Q2
$192K Buy
2022
Q1
$180K Buy
2020
Q1
Sell
2019
Q4
$614K Buy