Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$180K Sell
2025
Q1
$782K Buy
2024
Q4
$569K Buy
2024
Q3
$64.7K Buy
2024
Q1
Sell
2023
Q4
$244K Buy
2020
Q1
Sell
2019
Q4
$4K Sell
2019
Q3
$46K Sell
2019
Q2
$79K Buy
2019
Q1
$100K Buy
2018
Q4
$20K Sell
2018
Q3
$40K Buy
2018
Q2
Sell
2018
Q1
$77K Buy
2017
Q3
Sell
2017
Q2
$446K Buy