Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$374K Hold
2024
Q4
$611K Buy
2024
Q3
$583K Buy
2024
Q2
$610K Buy
2023
Q4
Sell
2023
Q3
$698K Sell
2023
Q2
$803K Sell
2023
Q1
$1.38M Sell
2022
Q4
$1.1M Buy
2022
Q3
$698K Buy
2022
Q2
$416K Buy
2020
Q3
Sell
2020
Q2
$607K Buy
2020
Q1
$466K Buy
2019
Q4
$1.29M Sell
2019
Q3
$1.35M Buy
2017
Q1
Sell
2016
Q4
$4K Buy