Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$333K Sell
2024
Q3
$342K Sell
2024
Q2
$503K Sell
2024
Q1
$1.78M Buy
2023
Q4
$521K Buy
2021
Q3
Sell
2021
Q2
$3.61M Buy
2021
Q1
$431K Sell
2020
Q4
$521K Buy
2019
Q4
$229K Buy
2019
Q1
Sell
2018
Q4
$476K Buy
2018
Q3
$343K Sell
2018
Q2
$894K Buy
2017
Q4
Sell
2017
Q3
$913K Buy