Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$430K Buy
2024
Q4
$370K Sell
2024
Q3
$432K Sell
2024
Q2
$460K Sell
2024
Q1
$457K Sell
2023
Q4
$406K Buy
2023
Q3
$320K Buy
2023
Q2
$257K Buy
2020
Q3
Sell
2020
Q2
$19K Buy
2020
Q1
$17K Buy
2019
Q4
$21K Buy