Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$615K Buy
2025
Q1
$271K Sell
2024
Q4
$1.55M Buy
2024
Q2
Sell
2024
Q1
$282K Sell
2023
Q4
$1.22M Buy
2023
Q3
Sell
2023
Q2
$286K Buy
2022
Q1
Sell
2021
Q4
$551K Buy
2020
Q3
Sell
2020
Q2
$300K Buy
2019
Q3
Sell
2019
Q2
$855K Buy
2019
Q1
$294K Buy