Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$459K Sell
2024
Q4
$618K Sell
2024
Q3
$686K Hold
2024
Q2
$670K Buy
2024
Q1
$286K Buy
2023
Q4
$270K Buy
2023
Q3
$208K Sell
2023
Q2
$252K Sell
2023
Q1
$241K Hold
2022
Q4
$221K Sell
2022
Q3
$207K Sell
2022
Q2
$398K Sell
2022
Q1
$450K Buy
2020
Q1
$3K Hold
2019
Q4
$4K Buy