Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$462K Sell
2024
Q4
$1.96M Buy
2019
Q2
Sell
2019
Q1
$292K Buy
2017
Q2
Sell
2017
Q1
$426K Buy