Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$389K Sell
2024
Q4
$7.05M Buy
2023
Q2
Sell
2023
Q1
$331K Sell
2022
Q4
$595K Buy
2020
Q1
Sell
2019
Q4
$253K Sell
2019
Q3
$1.35M Buy
2019
Q2
Sell
2019
Q1
$313K Sell
2018
Q4
$1.06M Buy
2018
Q3
$1.17M Buy
2017
Q2
Sell
2017
Q1
$410K Buy