Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$253K Sell
2024
Q4
$1.01M Buy
2024
Q3
$754K Sell
2024
Q2
$1.34M Buy
2024
Q1
Sell
2023
Q4
$1.27M Buy
2022
Q4
Sell
2022
Q3
$382K Buy
2021
Q4
Sell
2021
Q3
$774K Buy
2020
Q1
Sell
2019
Q4
$1.23M Buy
2019
Q3
Sell
2019
Q2
$1.06M Buy
2019
Q1
$290K Sell
2018
Q4
$607K Buy