Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$242K Sell
2024
Q4
$1.34M Buy
2024
Q3
$1.38M Buy
2024
Q2
$255K Buy
2023
Q3
Sell
2023
Q2
$259K Buy
2019
Q2
Sell
2019
Q1
$305K Buy
2018
Q4
$267K Buy
2018
Q3
$260K Buy