Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$375K Sell
2025
Q1
$559K Buy
2024
Q4
$288K Buy
2021
Q2
Sell
2021
Q1
$343K Buy
2019
Q3
Sell
2019
Q2
$7.94M Buy
2019
Q1
$3.5M Sell
2018
Q4
$4.97M Buy