Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.9K Sell
2025
Q1
$53.3K Sell
2024
Q4
$205K Buy
2024
Q3
$178K Sell
2024
Q2
$131K Sell
2024
Q1
$221K Sell
2023
Q4
$900K Sell
2023
Q3
$1.12M Sell
2023
Q2
$1.99M Buy
2023
Q1
$1.02M Buy
2022
Q4
Sell
2022
Q3
$626K Sell
2022
Q2
$807K Buy
2017
Q3
Sell
2017
Q2
$545K Sell
2017
Q1
$800K Buy
2015
Q2
Sell
2015
Q1
$375K Buy
2014
Q4
$249K Buy