Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$649K Sell
2025
Q1
$725K Buy
2024
Q4
$665K Sell
2024
Q3
$810K Buy
2024
Q2
$630K Buy
2024
Q1
$546K Sell
2023
Q4
$551K Buy
2023
Q3
$257K Buy
2023
Q2
$200K Sell
2023
Q1
$210K Sell
2022
Q4
$248K Buy
2019
Q1
Sell
2018
Q4
$250K Buy