Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$652K Buy
2023
Q3
Sell
2023
Q2
$375K Buy
2022
Q2
Sell
2022
Q1
$433K Buy
2021
Q3
Sell
2021
Q2
$432K Buy
2019
Q3
Sell
2019
Q2
$456K Buy
2018
Q3
Sell
2018
Q2
$503K Buy
2018
Q1
$374K Sell
2017
Q4
$1.44M Buy
2017
Q3
$419K Sell
2017
Q2
$1.42M Buy