Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
2025
Q1
$294K Sell
2024
Q4
$411K Buy
2020
Q1
Sell
2019
Q4
$209K Sell
2019
Q3
$1.84M Buy
2019
Q1
Sell
2018
Q4
$1.52M Buy
2018
Q3
$1.3M Buy
2018
Q2
Sell
2018
Q1
$2.55M Buy