Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
2025
Q1
$286K Sell
2024
Q4
$375K Buy
2024
Q3
$230K Buy
2022
Q2
Sell
2022
Q1
$818K Buy
2021
Q2
Sell
2021
Q1
$23K Buy
2020
Q4
$14K Sell
2020
Q3
$23K Sell
2020
Q2
$28K Sell
2020
Q1
$34K Sell
2019
Q4
$127K Sell
2019
Q3
$96K Sell
2019
Q2
$92K Sell
2019
Q1
$102K Sell
2018
Q4
$80K Buy