Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
2025
Q1
$434K Buy
2024
Q3
Sell
2024
Q2
$104K Sell
2024
Q1
$217K Buy
2023
Q3
Sell
2023
Q2
$207K Buy
2023
Q1
$178K Buy
2019
Q3
Sell
2019
Q2
$93K Buy
2019
Q1
Sell
2018
Q4
$108K Sell
2018
Q3
$466K Sell
2018
Q2
$562K Buy