Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$114K Sell
2024
Q4
$119K Buy
2024
Q3
Sell
2024
Q2
$74.6K Sell
2024
Q1
$324K Buy
2023
Q4
$78.9K Buy
2022
Q2
Sell
2022
Q1
$375K Buy
2019
Q2
Sell
2019
Q1
$1.85M Sell
2018
Q4
$2.93M Sell
2018
Q3
$5.34M Buy
2018
Q2
$1.31M Buy