Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$580K Buy
2024
Q4
$534K Buy
2024
Q3
$369K Buy
2024
Q2
$283K Buy
2021
Q2
Sell
2021
Q1
$234K Buy
2018
Q1
Sell
2017
Q4
$252K Sell
2017
Q3
$257K Buy
2017
Q2
$202K Buy