Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$704K Sell
2025
Q1
$571K Hold
2024
Q4
$588K Sell
2024
Q3
$538K Sell
2024
Q2
$524K Buy
2021
Q3
Sell
2021
Q2
$234K Buy
2021
Q1
Sell
2020
Q4
$438K Buy