Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
2025
Q1
$638K Buy
2024
Q4
$645K Buy
2024
Q3
$568K Sell
2024
Q2
$511K Buy
2024
Q1
$449K Buy
2023
Q3
Sell
2023
Q2
$214K Buy
2023
Q1
$219K Buy
2022
Q4
$227K Buy
2019
Q1
Sell
2018
Q4
$267K Buy