Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$307K Sell
2025
Q2
$363K Buy
2024
Q2
Sell
2024
Q1
$235K Buy
2021
Q4
Sell
2021
Q3
$251K Sell
2021
Q2
$571K Buy
2021
Q1
$348K Buy
2020
Q4
$269K Buy
2020
Q2
Sell
2020
Q1
$323K Sell
2019
Q4
$6.31M Sell
2019
Q3
$7.62M Buy
2019
Q2
$523K Buy
2019
Q1
$374K Buy
2018
Q4
$209K Sell
2018
Q3
$488K Sell
2018
Q2
$488K Buy
2018
Q1
$451K Buy