Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$770K Buy
2024
Q4
Sell
2024
Q3
$1.98M Buy
2024
Q2
$482K Sell
2024
Q1
$480K Buy
2023
Q4
Sell
2023
Q3
$542K Buy
2022
Q3
Sell
2022
Q2
$418K Buy
2022
Q1
Sell
2021
Q4
$143K Buy
2018
Q2
Sell
2018
Q1
$521K Sell
2017
Q4
$1.26M Buy
2017
Q2
Sell
2017
Q1
$504K Buy
2016
Q3
Sell
2016
Q2
$441K Buy