Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$402K Buy
2024
Q3
$470K Buy
2024
Q2
$681K Buy
2024
Q1
Sell
2023
Q4
$1.41M Buy
2023
Q1
Sell
2022
Q4
$794K Buy
2020
Q2
Sell
2020
Q1
$162K Hold
2019
Q4
$180K Hold
2019
Q3
$155K Sell
2019
Q2
$178K Sell
2019
Q1
$245K Hold
2018
Q4
$214K Buy
2018
Q3
$211K Sell
2018
Q2
$3.39M Buy
2018
Q1
$430K Buy
2017
Q4
$372K Buy