Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
2025
Q1
$529K Sell
2024
Q4
$964K Buy
2024
Q3
$483K Buy
2024
Q2
$146K Buy
2024
Q1
Sell
2023
Q4
$93.4K Buy
2023
Q3
Hold
2021
Q4
Sell
2021
Q3
$432K Buy
2020
Q1
Sell
2019
Q4
$2.64M Buy
2019
Q3
$316K Buy
2019
Q2
$391K Buy
2019
Q1
$251K Sell
2018
Q4
$3.18M Sell
2018
Q3
$5.85M Buy
2018
Q2
$974K Sell
2018
Q1
$1.64M Buy