Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
2024
Q4
Sell
2024
Q3
$346K Buy
2024
Q2
Sell
2024
Q1
$391K Buy
2023
Q4
$262K Sell
2023
Q3
$751K Buy
2021
Q3
Sell
2021
Q2
$718K Buy
2021
Q1
$225K Buy
2019
Q4
Sell
2019
Q3
$334K Sell
2019
Q2
$1.86M Buy
2019
Q1
Sell
2018
Q4
$243K Buy