Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$491K Buy
2024
Q4
$273K Sell
2024
Q3
$685K Buy
2024
Q2
$365K Buy
2024
Q1
$347K Buy
2022
Q3
Sell
2022
Q2
$204K Buy
2022
Q1
Sell
2021
Q4
$1.22M Buy
2015
Q2
Sell
2015
Q1
$1.48M Buy