Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$394K Sell
2024
Q4
$865K Buy
2024
Q3
$598K Buy
2024
Q1
Sell
2023
Q4
$250K Buy
2022
Q2
Sell
2022
Q1
$278K Buy
2021
Q1
Sell
2020
Q4
$401K Buy
2020
Q3
Sell
2020
Q2
$716K Buy
2018
Q4
Sell
2018
Q3
$533K Buy