Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$523K Sell
2024
Q4
$831K Buy
2024
Q3
$948K Buy
2024
Q2
$633K Buy
2024
Q1
$459K Sell
2023
Q4
$1.01M Buy
2023
Q3
$607K Buy
2023
Q2
$305K Buy
2023
Q1
Sell
2022
Q4
$646K Buy
2022
Q3
$341K Buy
2019
Q4
Sell
2019
Q3
$211K Buy
2016
Q4
Sell
2016
Q3
$307K Buy
2016
Q2
Sell
2016
Q1
$254K Buy