Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
2025
Q1
$406K Sell
2024
Q4
$534K Buy
2024
Q1
Sell
2023
Q4
$250K Sell
2023
Q3
$242K Sell
2023
Q2
$561K Sell
2023
Q1
$676K Buy
2022
Q3
Sell
2022
Q2
$473K Buy
2022
Q1
Sell
2021
Q4
$542K Buy
2019
Q1
Sell
2018
Q4
$330K Sell
2018
Q3
$555K Sell
2018
Q2
$503K Buy