Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$288K Buy
2022
Q3
Sell
2022
Q2
$258K Buy
2021
Q3
Sell
2021
Q2
$787K Sell
2021
Q1
$977K Buy
2020
Q4
$349K Buy
2020
Q1
Sell
2019
Q4
$1.85M Sell
2019
Q3
$2.14M Buy
2019
Q2
$1.97M Buy