Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$379K Buy
2024
Q4
$332K Sell
2024
Q3
$1.66M Sell
2024
Q2
$3.33M Buy
2023
Q4
Sell
2023
Q3
$1.88M Buy
2023
Q2
Sell
2023
Q1
$254K Buy
2021
Q4
Sell
2021
Q3
$313K Sell
2021
Q2
$1.27M Buy
2020
Q3
Sell
2020
Q2
$601K Buy
2019
Q1
Sell
2018
Q4
$642K Sell
2018
Q3
$931K Buy
2018
Q2
$570K Buy