Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.23M Buy
2024
Q4
$326K Sell
2024
Q3
$284K Buy
2024
Q2
$149K Buy
2024
Q1
Sell
2023
Q4
$636K Sell
2023
Q3
$659K Buy
2023
Q2
$488K Buy
2019
Q2
Sell
2019
Q1
$236K Buy
2018
Q4
$176K Buy
2018
Q3
$284K Buy