Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$574K Sell
2025
Q1
$752K Sell
2024
Q4
$497K Hold
2024
Q3
$497K Sell
2024
Q2
$423K Buy
2024
Q1
$352K Sell
2023
Q4
$552K Buy
2023
Q3
$548K Buy
2022
Q2
Sell
2022
Q1
$219K Buy
2019
Q1
Sell
2018
Q4
$3K Buy
2018
Q2
Sell
2018
Q1
$3K Buy