Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.23M Buy
2024
Q4
$1.03M Buy
2023
Q2
Sell
2023
Q1
$390K Buy
2022
Q3
Sell
2022
Q2
$345K Sell
2022
Q1
$500K Buy
2019
Q4
Sell
2019
Q3
$436K Buy
2019
Q2
Sell
2019
Q1
$466K Buy
2018
Q4
Sell
2018
Q3
$933K Buy
2017
Q3
Sell
2017
Q2
$531K Sell
2017
Q1
$813K Buy