Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$545K Buy
2024
Q4
$331K Buy
2022
Q2
Sell
2022
Q1
$210K Sell
2021
Q4
$585K Buy
2021
Q3
$570K Buy
2021
Q2
$608K Buy
2021
Q1
$593K Sell
2020
Q4
$681K Sell
2020
Q3
$2.19M Sell
2020
Q2
$2.38M Sell
2020
Q1
$2.78M Buy
2019
Q4
$2.03M Buy
2019
Q3
$936K Buy
2018
Q3
Sell
2018
Q2
$7.74M Buy