Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
2024
Q3
Sell
2024
Q2
$559K Buy
2024
Q1
$255K Buy
2023
Q4
$277K Buy
2023
Q3
Sell
2023
Q2
$723K Buy
2022
Q1
Sell
2021
Q4
$804K Buy
2021
Q3
$316K Sell
2021
Q2
$721K Buy
2020
Q4
Sell
2020
Q3
$224K Buy
2019
Q4
$278K Buy
2019
Q3
$209K Buy