Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$220K Buy
2023
Q3
Sell
2023
Q2
$231K Buy
2022
Q4
Sell
2022
Q3
$160K Buy
2021
Q1
Sell
2020
Q4
$255K Sell
2020
Q3
$496K Buy
2020
Q2
$118K Buy
2019
Q3
Sell
2019
Q2
$237K Buy
2018
Q2
Sell
2018
Q1
$497K Sell
2017
Q4
$701K Sell
2017
Q3
$2.71M Buy