Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$489K Buy
2024
Q3
Sell
2024
Q2
$232K Buy
2024
Q1
$221K Sell
2023
Q4
$394K Buy
2022
Q4
Sell
2022
Q3
$373K Buy
2022
Q2
Sell
2022
Q1
$601K Buy
2020
Q4
Sell
2020
Q3
$604K Buy
2018
Q2
Sell
2018
Q1
$522K Buy
2017
Q1
Sell
2016
Q4
$382K Buy