Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$393K Buy
2024
Q2
Sell
2024
Q1
$502K Sell
2023
Q4
$524K Buy
2023
Q3
Sell
2023
Q2
$302K Sell
2023
Q1
$329K Buy
2020
Q1
Sell
2019
Q4
$324K Buy
2019
Q2
Sell
2019
Q1
$126K Buy