Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$444K Sell
2025
Q1
$557K Buy
2024
Q4
$561K Buy
2024
Q3
Sell
2024
Q2
$468K Buy
2024
Q1
Sell
2023
Q4
$306K Buy
2019
Q3
Sell
2019
Q2
$179K Buy
2018
Q3
Sell
2018
Q2
$247K Buy