Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$766K Buy
2024
Q1
Sell
2023
Q4
$1.17M Buy
2023
Q3
$902K Buy
2023
Q2
$582K Sell
2023
Q1
$575K Sell
2022
Q4
$595K Buy
2020
Q1
Sell
2019
Q4
$239K Hold
2019
Q3
$222K Buy
2019
Q1
Sell
2018
Q4
$267K Buy
2018
Q3
$254K Buy