Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
2025
Q1
$1.16M Buy
2024
Q4
$1.07M Buy
2024
Q3
$580K Sell
2024
Q2
$1.05M Buy
2024
Q1
$867K Buy
2023
Q4
Sell
2023
Q3
$757K Buy
2022
Q2
Sell
2022
Q1
$464K Buy
2021
Q3
Sell
2021
Q2
$267K Buy
2020
Q1
Sell
2019
Q4
$256K Buy
2019
Q3
Sell
2019
Q2
$874K Buy
2019
Q1
$279K Sell
2018
Q4
$341K Buy