Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.06M Buy
2024
Q4
$237K Sell
2024
Q3
$622K Buy
2024
Q2
$401K Sell
2024
Q1
$1.01M Buy
2023
Q3
Sell
2023
Q2
$205K Buy
2022
Q2
Sell
2022
Q1
$428K Buy
2018
Q4
Sell
2018
Q3
$1.17M Buy
2018
Q2
Sell
2018
Q1
$392K Buy
2017
Q3
Sell
2017
Q2
$202K Buy
2017
Q1
Sell
2016
Q4
$201K Buy