Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$739K Sell
2025
Q1
$1.07M Buy
2023
Q4
Sell
2023
Q3
$424K Buy
2023
Q2
$378K Buy
2019
Q4
Sell
2019
Q3
$225K Buy
2017
Q4
Sell
2017
Q3
$775K Sell
2017
Q2
$815K Buy
2017
Q1
$251K Buy
2016
Q3
Sell
2016
Q2
$310K Buy
2016
Q1
Sell
2015
Q4
$231K Buy