Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
2025
Q1
$752K Buy
2024
Q4
$393K Buy
2021
Q3
Sell
2021
Q2
$256K Sell
2021
Q1
$270K Sell
2020
Q4
$587K Buy
2020
Q3
$401K Buy
2020
Q2
Sell
2020
Q1
$433K Buy
2019
Q4
$63K Buy
2019
Q3
$17K Sell
2019
Q2
$170K Buy
2017
Q3
Sell
2017
Q2
$27K Sell
2017
Q1
$53K Buy
2015
Q2
Sell
2015
Q1
$182K Buy