Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$255K Sell
2024
Q4
$348K Buy
2024
Q3
$292K Buy
2024
Q2
$282K Sell
2024
Q1
$406K Buy
2023
Q4
$321K Sell
2023
Q3
$324K Buy
2023
Q2
$291K Buy
2023
Q1
$240K Buy
2022
Q2
Sell
2022
Q1
$645K Buy
2016
Q2
Sell
2016
Q1
$775K Buy