Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$773K Buy
2024
Q3
Sell
2024
Q2
$466K Buy
2024
Q1
$348K Sell
2023
Q4
$599K Buy
2023
Q3
$312K Sell
2023
Q2
$710K Buy
2022
Q3
Sell
2022
Q2
$384K Buy
2020
Q1
Sell
2019
Q4
$275K Buy
2018
Q4
Sell
2018
Q3
$405K Buy
2018
Q2
$381K Buy
2017
Q3
Sell
2017
Q2
$203K Buy