Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$409K Sell
2025
Q1
$582K Buy
2024
Q4
$26.4K Sell
2024
Q3
$168K Sell
2024
Q2
$296K Sell
2024
Q1
$637K Buy
2023
Q4
$307K Buy
2022
Q4
Sell
2022
Q3
$215K Buy
2022
Q1
Sell
2021
Q4
$105K Buy
2019
Q3
Sell
2019
Q2
$44K Buy