Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$567K Sell
2024
Q4
$857K Buy
2024
Q3
$997K Buy
2024
Q1
Sell
2023
Q4
$511K Buy
2023
Q3
$259K Sell
2023
Q2
$682K Buy
2023
Q1
$169K Sell
2022
Q4
$249K Buy
2022
Q2
Sell
2022
Q1
$211K Buy
2019
Q2
Sell
2019
Q1
$495K Sell
2018
Q4
$1.12M Buy