Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$583K Buy
2024
Q3
$367K Buy
2024
Q2
$69.8K Sell
2024
Q1
$383K Buy
2021
Q4
Sell
2021
Q3
$123K Buy
2021
Q2
Sell
2021
Q1
$209K Buy
2020
Q3
Sell
2020
Q2
$89K Buy
2015
Q3
Sell
2015
Q2
$492K Buy
2015
Q1
$127K Buy