Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
2025
Q1
$409K Buy
2024
Q4
$408K Sell
2024
Q3
$471K Buy
2024
Q2
$391K Buy
2024
Q1
$386K Buy
2023
Q4
$299K Buy
2020
Q1
Sell
2019
Q4
$32K Buy