Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$841K Sell
2025
Q1
$816K Buy
2022
Q1
Sell
2021
Q4
$296K Buy
2020
Q1
Sell
2019
Q4
$332K Buy
2019
Q3
Sell
2019
Q2
$230K Sell
2019
Q1
$872K Buy
2017
Q3
Sell
2017
Q2
$503K Buy
2016
Q4
Sell
2016
Q3
$541K Buy