Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$358K Buy
2024
Q4
$275K Buy
2022
Q4
Sell
2022
Q3
$354K Sell
2022
Q2
$521K Sell
2022
Q1
$1.31M Sell
2021
Q4
$2.8M Buy
2021
Q3
$664K Sell
2021
Q2
$1.09M Sell
2021
Q1
$928K Buy
2020
Q4
$803K Buy
2020
Q3
$315K Buy
2020
Q1
Sell
2019
Q4
$686K Buy
2019
Q3
$440K Buy