Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
2024
Q2
Sell
2024
Q1
$701K Buy
2023
Q1
Sell
2022
Q4
$768K Buy
2022
Q3
$394K Buy
2022
Q2
Sell
2022
Q1
$2.41M Buy
2020
Q2
Sell
2020
Q1
$241K Buy
2019
Q1
Sell
2018
Q4
$769K Buy
2017
Q4
Sell
2017
Q3
$361K Buy
2017
Q2
Sell
2017
Q1
$332K Buy