Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$101K Sell
2025
Q1
$580K Buy
2024
Q3
Sell
2024
Q2
$120K Sell
2024
Q1
$3.74M Buy
2023
Q4
$2.74M Sell
2023
Q3
$3.89M Buy
2023
Q2
$2.7M Buy
2021
Q3
Sell
2021
Q2
$1.87M Buy
2021
Q1
$621K Buy
2020
Q1
Sell
2019
Q4
$210K Sell
2019
Q3
$929K Buy
2019
Q2
$590K Hold
2019
Q1
$432K Sell
2018
Q4
$1.25M Buy
2018
Q3
$1.24M Buy
2018
Q1
Sell
2017
Q4
$3.21M Buy