Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$575K Sell
2025
Q1
$854K Buy
2024
Q4
$267K Sell
2024
Q3
$448K Buy
2024
Q1
Sell
2023
Q4
$428K Buy
2022
Q2
Sell
2022
Q1
$1.02M Buy
2021
Q3
Sell
2021
Q2
$517K Buy
2021
Q1
$319K Buy
2020
Q4
Sell
2020
Q3
$591K Buy
2019
Q4
$363K Buy
2018
Q4
Sell
2018
Q3
$722K Buy
2018
Q2
$330K Sell
2018
Q1
$883K Buy