Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
2025
Q1
$794K Sell
2024
Q4
$515K Sell
2024
Q3
$755K Buy
2024
Q2
$494K Sell
2024
Q1
$584K Buy
2020
Q4
Sell
2020
Q3
$307K Hold
2020
Q2
$225K Buy