Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$670K Buy
2024
Q4
$354K Sell
2024
Q3
$551K Buy
2024
Q2
$304K Hold
2024
Q1
$324K Sell
2023
Q4
$610K Buy
2020
Q1
Sell
2019
Q4
$215K Buy