Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$162K Buy
2023
Q3
Sell
2023
Q2
$577K Buy
2022
Q4
Sell
2022
Q3
$66K Sell
2022
Q2
$338K Sell
2022
Q1
$1.07M Buy
2021
Q4
$28K Sell
2021
Q3
$172K Sell
2021
Q2
$428K Buy
2021
Q1
$51K Buy
2020
Q1
Sell
2019
Q4
$575K Buy
2019
Q1
Sell
2018
Q4
$735K Buy
2018
Q3
$326K Buy