Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$315K Buy
2024
Q2
Sell
2024
Q1
$945K Buy
2023
Q4
$518K Buy
2023
Q3
Sell
2023
Q2
$410K Buy
2023
Q1
$215K Sell
2022
Q4
$396K Buy
2022
Q3
$217K Sell
2022
Q2
$462K Buy
2022
Q1
$231K Buy
2019
Q3
Sell
2019
Q2
$476K Sell
2019
Q1
$518K Sell
2018
Q4
$1.01M Buy