Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$476K Sell
2025
Q1
$610K Buy
2024
Q4
$272K Buy
2022
Q3
Sell
2022
Q2
$259K Buy
2020
Q4
Sell
2020
Q3
$375K Sell
2020
Q2
$375K Sell
2020
Q1
$428K Sell
2019
Q4
$549K Buy
2019
Q3
$491K Buy
2019
Q2
$26K Buy