Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$151K Sell
2025
Q1
$199K Sell
2024
Q4
$231K Sell
2024
Q3
$227K Sell
2024
Q2
$234K Sell
2024
Q1
$518K Sell
2023
Q4
$882K Sell
2023
Q3
$1.01M Buy
2023
Q1
Sell
2022
Q4
$664K Buy
2021
Q2
Sell
2021
Q1
$1.6M Buy
2020
Q4
$298K Buy
2020
Q1
Sell
2019
Q4
$112K Buy
2019
Q3
$59K Buy
2019
Q2
$48K Sell
2019
Q1
$2.48M Buy