Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$378K Sell
2025
Q1
$450K Buy
2024
Q4
$352K Buy
2024
Q3
$351K Buy
2024
Q2
$281K Buy
2024
Q1
$292K Buy
2023
Q4
$278K Buy
2023
Q3
$263K Buy
2023
Q2
$253K Buy
2023
Q1
$241K Buy
2020
Q1
Sell
2019
Q4
$205K Buy
2018
Q4
Sell
2018
Q3
$49K Buy
2018
Q2
$49K Sell
2018
Q1
$53K Buy