Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$492K Buy
2024
Q4
$255K Buy
2024
Q3
$201K Sell
2024
Q2
$231K Buy
2020
Q1
Sell
2019
Q4
$450K Buy
2019
Q3
$431K Buy
2019
Q2
$361K Buy
2019
Q1
$356K Buy
2018
Q4
$259K Sell
2018
Q3
$416K Buy
2018
Q2
$428K Buy
2018
Q1
$330K Buy