Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$751K Sell
2025
Q1
$888K Buy
2024
Q3
Sell
2024
Q2
$114K Buy
2021
Q2
Sell
2021
Q1
$364K Sell
2020
Q4
$1.14M Sell
2020
Q3
$1.01M Buy
2020
Q2
$218K Sell
2020
Q1
$370K Buy
2019
Q4
$348K Buy
2019
Q3
$246K Buy
2019
Q2
$201K Sell
2019
Q1
$333K Hold
2018
Q4
$266K Sell
2018
Q3
$263K Buy
2017
Q4
Sell
2017
Q3
$270K Hold
2017
Q2
$272K Sell
2017
Q1
$277K Buy