Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$750K Sell
2024
Q4
$984K Buy
2021
Q3
Sell
2021
Q2
$570K Buy
2021
Q1
$438K Sell
2020
Q4
$463K Hold
2020
Q3
$393K Buy
2020
Q2
$316K Buy
2020
Q1
$242K Buy
2018
Q3
Sell
2018
Q2
$3.89M Hold
2018
Q1
$3.72M Buy