Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
2025
Q1
$217K Hold
2024
Q4
$210K Sell
2024
Q3
$333K Hold
2024
Q2
$313K Sell
2024
Q1
$771K Buy
2023
Q4
$264K Buy
2021
Q1
Sell
2020
Q4
$312K Buy
2020
Q3
$256K Buy
2020
Q2
$212K Buy
2020
Q1
Sell
2019
Q4
$249K Buy
2019
Q3
$252K Sell
2019
Q2
$262K Buy
2019
Q1
$227K Buy
2018
Q4
Sell
2018
Q3
$204K Buy