Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
2025
Q1
$1.52M Buy
2024
Q4
$495K Sell
2024
Q3
$609K Sell
2024
Q2
$681K Buy
2024
Q1
$550K Sell
2023
Q4
$460K Buy
2023
Q3
$337K Buy
2020
Q3
Sell
2020
Q2
$31K Hold
2020
Q1
$23K Sell
2019
Q4
$29K Buy