Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
2025
Q1
$350K Sell
2024
Q4
$551K Sell
2024
Q3
$858K Buy
2024
Q2
$791K Sell
2024
Q1
$1.33M Buy
2023
Q4
$870K Sell
2023
Q3
$804K Buy
2023
Q2
$730K Buy
2021
Q4
Sell
2021
Q3
$245K Buy
2021
Q2
Sell
2021
Q1
$215K Buy
2019
Q2
Sell
2019
Q1
$36K Buy
2018
Q4
$3K Buy