Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$673K Sell
2025
Q1
$576K Buy
2024
Q4
$477K Buy
2024
Q3
$308K Buy
2020
Q4
Sell
2020
Q3
$131K Hold
2020
Q2
$106K Hold
2020
Q1
$77K Buy
2019
Q4
$82K Sell
2019
Q3
$83K Sell
2019
Q2
$89K Buy
2019
Q1
$102K Buy
2018
Q4
$0 Sell
2018
Q3
$95K Buy
2018
Q2
$83K Buy