Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
2025
Q1
$402K Buy
2023
Q3
Sell
2023
Q2
$195K Sell
2023
Q1
$239K Buy
2022
Q4
$228K Buy
2022
Q3
$190K Buy
2021
Q4
Sell
2021
Q3
$462K Sell
2021
Q2
$704K Buy
2021
Q1
$584K Buy
2020
Q4
$545K Sell
2020
Q3
$719K Sell
2020
Q2
$704K Sell
2020
Q1
$1.43M Sell
2019
Q4
$937K Sell
2019
Q3
$948K Sell
2019
Q2
$861K Sell
2019
Q1
$961K Sell
2018
Q4
$1.04M Buy