Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$510K Buy
2024
Q4
Sell
2024
Q3
$381K Buy
2024
Q2
Sell
2024
Q1
$544K Buy
2022
Q2
Sell
2022
Q1
$1.16M Buy
2021
Q2
Sell
2021
Q1
$504K Buy
2015
Q4
Sell
2015
Q3
$4.31M Buy