Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
2025
Q1
$313K Sell
2024
Q4
$397K Sell
2024
Q3
$427K Sell
2024
Q2
$504K Buy
2019
Q1
Sell
2018
Q4
$446K Buy