Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$410K Buy
2024
Q4
$428K Sell
2024
Q3
$552K Buy
2024
Q2
$408K Buy
2024
Q1
$334K Buy
2023
Q4
$317K Buy
2022
Q1
Sell
2021
Q4
$148M Buy
2021
Q1
Sell
2020
Q4
$3.29M Buy
2020
Q3
Hold
2020
Q1
Sell
2019
Q4
$7.27M Sell
2019
Q3
$5.59M Buy
2019
Q2
$4.96M Sell
2019
Q1
$4.31M Buy