Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$913K Hold
2025
Q1
$584K Sell
2024
Q4
$1.04M Sell
2024
Q3
$1.49M Hold
2024
Q2
$1.24M Buy
2024
Q1
$784K Buy
2023
Q4
$543K Buy
2021
Q1
Sell
2020
Q4
$379K Buy
2020
Q3
$203K Buy
2020
Q1
Sell
2019
Q4
$2.57M Sell
2019
Q3
$2.83M Buy
2019
Q2
$2.1M Buy
2019
Q1
$1.77M Sell
2018
Q4
$1.49M Buy