Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
2025
Q1
$352K Sell
2024
Q4
$399K Buy
2024
Q3
$437K Sell
2024
Q2
$486K Sell
2024
Q1
$550K Sell
2023
Q4
$538K Buy
2023
Q3
$296K Buy
2023
Q2
$306K Buy
2020
Q4
Sell
2020
Q3
$130K Buy
2020
Q2
Sell
2020
Q1
$92.2K Buy
2019
Q4
$92.2K Sell
2019
Q3
$88.6K Buy
2019
Q2
Sell
2019
Q1
$66.6K Buy