Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$444K Sell
2024
Q4
$762K Sell
2024
Q3
$922K Sell
2024
Q2
$860K Sell
2024
Q1
$866K Sell
2023
Q4
$819K Buy
2023
Q3
$762K Buy
2023
Q2
$321K Buy
2020
Q3
Sell
2020
Q2
$10K Buy
2020
Q1
$7K Sell
2019
Q4
$16K Buy