Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
2022
Q1
Sell
2021
Q4
$796K Buy
2021
Q3
$720K Buy
2021
Q2
$745K Sell
2021
Q1
$718K Buy
2020
Q4
$741K Sell
2020
Q3
$910K Buy
2020
Q2
$548K Buy
2020
Q1
Sell
2019
Q4
$226K Sell
2019
Q3
$207K Buy
2016
Q3
Sell
2016
Q2
$213K Sell
2016
Q1
$300K Sell
2015
Q4
$316K Buy
2015
Q3
$232K Buy