Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$695K Buy
2024
Q4
$411K Buy
2024
Q3
$306K Buy
2024
Q2
$233K Buy
2024
Q1
$245K Buy
2023
Q4
$227K Buy
2023
Q3
$201K Buy
2020
Q3
Sell
2020
Q2
$59K Buy
2020
Q1
$37K Buy
2019
Q4
$2K Buy
2019
Q3
$2K Buy