Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
2025
Q1
$237K Sell
2024
Q4
$616K Buy
2024
Q3
$255K Sell
2024
Q2
$415K Buy
2024
Q1
$395K Buy
2023
Q4
$418K Buy
2023
Q3
$336K Sell
2023
Q2
$362K Buy
2023
Q1
$299K Buy
2017
Q4
Sell
2017
Q3
$415K Buy