Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
2025
Q1
$1.82M Buy
2024
Q4
Sell
2024
Q3
$792K Buy
2024
Q2
Sell
2024
Q1
$1.66M Buy
2023
Q4
$541K Buy
2023
Q3
Sell
2023
Q2
$1.32M Buy
2023
Q1
$577K Buy
2022
Q3
Sell
2022
Q2
$301K Buy
2022
Q1
$216K Buy
2016
Q3
Sell
2016
Q2
$599K Buy