Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26K Sell
2025
Q1
$1.01M Buy
2024
Q4
$387K Buy
2024
Q3
$282K Buy
2023
Q1
Sell
2022
Q4
$109K Sell
2022
Q3
$446K Sell
2022
Q2
$1.36M Buy
2022
Q1
Sell
2021
Q4
$109K Sell
2021
Q3
$1.12M Buy
2021
Q2
Sell
2021
Q1
$4.14M Buy
2019
Q2
Sell
2019
Q1
$1.56M Buy
2018
Q4
$228K Sell
2018
Q3
$526K Buy