Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$203K Buy
2024
Q2
Sell
2024
Q1
$253K Sell
2023
Q4
$365K Sell
2023
Q3
$308K Sell
2023
Q2
$901K Buy
2023
Q1
$686K Buy
2022
Q4
$458K Sell
2022
Q3
$952K Buy
2022
Q2
$335K Sell
2022
Q1
$513K Sell
2021
Q4
$1.18M Buy
2019
Q4
Sell
2019
Q3
$5.23M Sell
2019
Q2
$12.5M Buy
2019
Q1
$9.52M Sell
2018
Q4
$10.6M Buy