Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$691K Buy
2024
Q3
$239K Buy
2024
Q1
Sell
2023
Q4
$401K Buy
2023
Q2
Sell
2023
Q1
$242K Buy
2020
Q4
Sell
2020
Q3
$270K Sell
2020
Q2
$451K Buy
2019
Q4
Sell
2019
Q3
$393K Sell
2019
Q2
$433K Buy
2019
Q1
Sell
2018
Q4
$271K Buy
2018
Q2
Sell
2018
Q1
$534K Buy