Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$442K Buy
2024
Q3
Sell
2024
Q2
$592K Buy
2024
Q1
Sell
2023
Q4
$534K Buy
2023
Q3
$311K Buy
2022
Q3
Sell
2022
Q2
$224K Sell
2022
Q1
$519K Buy
2021
Q3
Sell
2021
Q2
$133K Buy
2021
Q1
Sell
2020
Q4
$94K Buy
2020
Q2
Sell
2020
Q1
$457K Buy
2019
Q4
$183K Buy