Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
2025
Q1
$352K Sell
2024
Q4
$323K Sell
2024
Q3
$330K Sell
2024
Q2
$297K Buy
2024
Q1
$291K Sell
2023
Q4
$290K Hold
2023
Q3
$281K Buy
2023
Q2
$232K Sell
2023
Q1
$247K Sell
2022
Q4
$261K Sell
2022
Q3
$268K Buy
2020
Q4
Sell
2020
Q3
$3.78M Sell
2020
Q2
$3.59M Sell
2020
Q1
$2.99M Buy
2019
Q1
Sell
2018
Q4
$2.04M Buy
2018
Q3
$2.22M Sell
2018
Q2
$2.08M Buy