Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
2025
Q1
$356K Sell
2024
Q4
$410K Sell
2024
Q3
$423K Sell
2024
Q2
$517K Sell
2024
Q1
$637K Sell
2023
Q4
$698K Buy
2020
Q1
Sell
2019
Q4
$616K Buy