Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$402K Buy
2024
Q3
$342K Buy
2024
Q2
$391K Buy
2024
Q1
$402K Buy
2022
Q3
Sell
2022
Q2
$337K Buy
2019
Q2
Sell
2019
Q1
$43K Sell
2018
Q4
$37K Buy