Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$749K Hold
2024
Q4
$670K Hold
2024
Q3
$622K Buy
2021
Q4
Sell
2021
Q3
$291K Hold
2021
Q2
$302K Buy
2016
Q2
Sell
2016
Q1
$456K Buy