Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$756K Buy
2024
Q4
$327K Buy
2022
Q1
Sell
2021
Q4
$818K Buy
2017
Q2
Sell
2017
Q1
$435K Sell
2016
Q4
$607K Hold
2016
Q3
$606K Buy