Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$440K Sell
2025
Q1
$335K Sell
2024
Q4
$427K Sell
2024
Q3
$459K Sell
2024
Q2
$391K Buy
2024
Q1
$354K Buy
2023
Q1
Sell
2022
Q4
$17.6K Buy
2019
Q2
Sell
2019
Q1
$4K Buy
2018
Q4
Sell
2018
Q3
$429K Sell
2018
Q2
$441K Sell
2018
Q1
$458K Buy
2017
Q4
$5K Buy