Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
2025
Q1
Sell
2024
Q4
$206K Buy
2022
Q1
Sell
2021
Q4
$402K Sell
2021
Q3
$574K Buy
2021
Q2
$629K Sell
2021
Q1
$618K Sell
2020
Q4
$656K Sell
2020
Q3
$403K Sell
2020
Q2
$248K Buy
2020
Q1
Sell
2019
Q4
$260K Buy