Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
2025
Q1
$253K Buy
2024
Q4
$237K Sell
2024
Q3
$396K Sell
2024
Q2
$308K Sell
2024
Q1
$382K Buy
2023
Q4
$293K Sell
2023
Q3
$253K Buy
2021
Q4
Sell
2021
Q3
$130K Sell
2021
Q2
$9.29M Sell
2021
Q1
$10.4M Buy
2020
Q4
$3.31M Buy
2020
Q3
$3.86M Buy
2020
Q2
$452K Sell
2020
Q1
$16.8M Buy
2019
Q4
$593K Buy
2019
Q3
$770K Buy
2019
Q2
$764K Sell
2019
Q1
$1.82M Buy
2018
Q4
$913K Buy