Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$252K Sell
2024
Q3
$293K Buy
2022
Q2
Sell
2022
Q1
$663K Buy
2021
Q4
$767K Buy
2021
Q3
$352K Sell
2021
Q2
$384K Buy
2021
Q1
$363K Sell
2020
Q4
$515K Buy
2019
Q2
Sell
2019
Q1
$86K Sell
2018
Q4
$75K Buy
2018
Q3
$11K Buy
2013
Q3
Sell
2013
Q2
$9K Buy