Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$190K Sell
2025
Q1
$219K Buy
2024
Q4
$265K Buy
2024
Q1
Sell
2023
Q4
$163K Buy
2023
Q3
Sell
2023
Q2
$92.8K Buy
2022
Q2
Sell
2022
Q1
$294K Buy
2019
Q4
Sell
2019
Q3
$1.92M Sell
2019
Q2
$5.05M Sell
2019
Q1
$9.88M Buy
2018
Q4
$4.38M Buy
2018
Q3
$987K Sell
2018
Q2
$1.5M Sell
2018
Q1
$3.48M Buy