Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$893K Sell
2025
Q1
$873K Sell
2024
Q4
$729K Buy
2024
Q3
$665K Sell
2024
Q2
$583K Buy
2024
Q1
$576K Buy
2023
Q4
$503K Buy
2023
Q1
Sell
2022
Q4
$45.8K Buy
2019
Q2
Sell
2019
Q1
$7K Buy
2018
Q4
Sell
2018
Q3
$7K Buy
2018
Q2
$5K Hold
2018
Q1
$5K Hold
2017
Q4
$5K Buy