Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$791K Sell
2025
Q1
$584K Buy
2024
Q4
$694K Sell
2024
Q3
$638K Sell
2024
Q2
$642K Buy
2024
Q1
$324K Hold
2023
Q4
$324K Buy
2019
Q3
Sell
2019
Q2
$77K Buy
2019
Q1
$27K Hold
2018
Q4
$24K Buy