Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$636K Buy
2025
Q1
$497K Sell
2024
Q4
$615K Sell
2024
Q3
$775K Buy
2024
Q2
$589K Buy
2024
Q1
$311K Sell
2023
Q4
$471K Sell
2023
Q3
$1.13M Buy
2023
Q2
$590K Sell
2023
Q1
$824K Buy
2022
Q4
$533K Buy
2019
Q3
Sell
2019
Q2
$238K Sell
2019
Q1
$292K Buy