Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$515K Buy
2024
Q4
$344K Buy
2024
Q3
Sell
2024
Q2
$353K Buy
2024
Q1
Sell
2023
Q4
$349K Sell
2023
Q3
$387K Buy
2020
Q2
Sell
2020
Q1
$779K Sell
2019
Q4
$1.75M Sell
2019
Q3
$2.13M Buy
2019
Q1
Sell
2018
Q4
$374K Sell
2018
Q3
$606K Buy