Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$292K Sell
2024
Q3
$298K Sell
2024
Q2
$434K Sell
2024
Q1
$557K Buy
2023
Q4
$779K Sell
2023
Q3
$727K Sell
2023
Q2
$1.02M Buy
2017
Q3
Sell
2017
Q2
$790K Sell
2017
Q1
$876K Buy
2016
Q4
$343K Sell
2016
Q3
$321K Sell
2016
Q2
$305K Buy
2016
Q1
Sell
2015
Q4
$611K Buy