Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
2025
Q1
$226K Buy
2022
Q3
Sell
2022
Q2
$1K Buy
2022
Q1
Sell
2021
Q4
$78K Buy
2021
Q2
Sell
2021
Q1
$454K Buy
2020
Q1
Sell
2019
Q4
$2.05M Buy
2019
Q3
Hold
2018
Q3
Hold
2018
Q2
Hold