Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$134K Sell
2025
Q1
$504K Buy
2024
Q4
Sell
2024
Q3
$436K Buy
2024
Q2
$339K Sell
2024
Q1
$378K Buy
2023
Q2
Sell
2023
Q1
$334K Buy
2022
Q3
Sell
2022
Q2
$324K Buy
2019
Q3
Sell
2019
Q2
$274K Buy
2018
Q3
Sell
2018
Q2
$480K Buy