Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
2025
Q1
$519K Buy
2024
Q4
$587K Sell
2024
Q3
$611K Buy
2024
Q2
$285K Buy
2022
Q2
Sell
2022
Q1
$100K Sell
2021
Q4
$172K Sell
2021
Q3
$198K Sell
2021
Q2
$286K Buy
2021
Q1
$106K Buy
2020
Q4
Sell
2020
Q3
$48K Sell
2020
Q2
$122K Buy
2018
Q1
Sell
2017
Q4
$136K Buy