Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$347K Buy
2024
Q4
$310K Buy
2024
Q3
$320K Buy
2024
Q2
$297K Sell
2024
Q1
$309K Sell
2023
Q4
$296K Buy
2023
Q3
$231K Buy
2020
Q3
Sell
2020
Q2
$54K Buy
2020
Q1
$48K Sell
2019
Q4
$90K Buy