Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$264K Sell
2024
Q4
$685K Buy
2024
Q3
$643K Buy
2024
Q2
$654K Buy
2024
Q1
$502K Buy
2023
Q4
$253K Buy
2020
Q4
Sell
2020
Q3
$596K Sell
2020
Q2
$485K Buy
2020
Q1
$354K Buy