Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
2025
Q1
$238K Buy
2022
Q4
Sell
2022
Q3
$265K Sell
2022
Q2
$775K Sell
2022
Q1
$1.32M Sell
2021
Q4
$1.97M Buy
2021
Q3
$2.05M Sell
2021
Q2
$2.17M Buy
2021
Q1
$2.48M Sell
2020
Q4
$2.34M Buy
2020
Q3
$1.9M Buy
2020
Q2
$1.56M Buy
2019
Q3
Sell
2019
Q2
$92K Sell
2019
Q1
$63K Buy