Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
2024
Q4
Sell
2024
Q3
$264K Buy
2024
Q1
Sell
2023
Q4
$1.03M Buy
2023
Q3
$501K Buy
2023
Q2
Sell
2023
Q1
$371K Buy
2020
Q4
Sell
2020
Q3
$273K Buy
2016
Q4
Sell
2016
Q3
$521K Buy
2016
Q2
$276K Sell
2016
Q1
$1.04M Buy