Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$337K Buy
2024
Q4
$304K Buy
2024
Q3
$232K Buy
2021
Q4
Sell
2021
Q3
$277K Sell
2021
Q2
$757K Buy
2021
Q1
$658K Buy
2020
Q4
$203K Buy
2020
Q1
Sell
2019
Q4
$148K Buy