Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
2025
Q1
$269K Buy
2023
Q3
Sell
2023
Q2
$336K Buy
2022
Q2
Sell
2022
Q1
$149K Buy
2017
Q2
Sell
2017
Q1
$695K Buy