Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
2025
Q1
$443K Buy
2024
Q4
$369K Sell
2024
Q3
$591K Sell
2024
Q2
$305K Hold
2024
Q1
$305K Buy
2023
Q4
$442K Buy
2021
Q4
Sell
2021
Q3
$295K Sell
2021
Q2
$375K Buy
2021
Q1
$378K Sell
2020
Q4
$440K Buy
2020
Q3
$318K Hold
2020
Q2
$267K Buy