Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$466K Sell
2025
Q1
$583K Sell
2024
Q4
$606K Buy
2024
Q3
$526K Hold
2024
Q2
$471K Buy
2024
Q1
$450K Sell
2023
Q4
$425K Sell
2023
Q3
$385K Buy
2020
Q1
Sell
2019
Q4
$268K Hold
2019
Q3
$261K Sell
2019
Q2
$247K Buy