Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
2025
Q1
$321K Buy
2024
Q4
$256K Sell
2024
Q3
$559K Buy
2024
Q2
$281K Buy
2022
Q2
Sell
2022
Q1
$316K Buy
2019
Q4
Sell
2019
Q3
$983K Buy
2019
Q2
$774K Hold
2019
Q1
$700K Hold
2018
Q4
$579K Buy