Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$420K Buy
2024
Q2
Sell
2024
Q1
$251K Buy
2023
Q3
Sell
2023
Q2
$407K Sell
2023
Q1
$514K Buy
2019
Q2
Sell
2019
Q1
$285K Buy
2018
Q3
Sell
2018
Q2
$358K Buy