Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$270K Sell
2025
Q2
$527K Buy
2024
Q3
Sell
2024
Q2
$264K Sell
2024
Q1
$370K Sell
2023
Q4
$1.05M Buy
2023
Q3
$541K Sell
2023
Q2
$777K Sell
2023
Q1
$960K Buy
2022
Q3
Sell
2022
Q2
$536K Buy
2020
Q1
Sell
2019
Q4
$1.1M Buy
2019
Q3
Sell
2019
Q2
$1.02M Buy
2019
Q1
$520K Buy
2018
Q1
Sell
2017
Q4
$414K Buy