Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
2025
Q1
$305K Buy
2024
Q4
$238K Buy
2022
Q1
Sell
2021
Q4
$234K Buy
2021
Q3
$230K Buy
2021
Q2
$260K Sell
2021
Q1
$269K Buy
2020
Q4
$211K Sell
2020
Q3
$268K Buy
2020
Q2
$259K Buy
2020
Q1
$216K Sell
2019
Q4
$318K Sell
2019
Q3
$325K Sell
2019
Q2
$355K Sell
2019
Q1
$459K Buy
2018
Q4
$419K Buy