Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$394K Sell
2025
Q1
$509K Sell
2024
Q4
$734K Buy
2024
Q3
$617K Sell
2024
Q2
$663K Buy
2024
Q1
$780K Buy
2023
Q4
$624K Sell
2023
Q3
$666K Buy
2023
Q2
$640K Buy
2023
Q1
$686K Buy
2019
Q3
Sell
2019
Q2
$2.13M Buy
2019
Q1
$1.3M Buy
2018
Q4
$934K Buy