Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$501K Buy
2024
Q1
Sell
2023
Q4
$327K Sell
2023
Q3
$315K Sell
2023
Q2
$370K Sell
2023
Q1
$395K Buy
2022
Q4
$36.7K Sell
2022
Q3
$170K Sell
2022
Q2
$301K Buy
2022
Q1
$292K Sell
2021
Q4
$504K Buy
2018
Q4
Sell
2018
Q3
$261K Buy
2017
Q4
Sell
2017
Q3
$406K Buy
2017
Q2
Sell
2017
Q1
$271K Buy
2016
Q4
$269K Buy