Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$701K Buy
2024
Q4
$242K Buy
2024
Q1
Sell
2023
Q4
$358K Sell
2023
Q3
$680K Buy
2023
Q2
Sell
2023
Q1
$280K Sell
2022
Q4
$559K Buy
2021
Q3
Sell
2021
Q2
$301K Buy
2018
Q3
Sell
2018
Q2
$422K Buy
2017
Q3
Sell
2017
Q2
$626K Buy
2017
Q1
Sell
2016
Q4
$286K Sell
2016
Q3
$449K Buy