Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$682K Buy
2023
Q1
Sell
2022
Q4
$333K Buy
2022
Q1
Sell
2021
Q4
$429K Buy
2020
Q1
Sell
2019
Q4
$148K Buy
2018
Q2
Sell
2018
Q1
$800K Buy
2017
Q4
$556K Buy
2017
Q2
Sell
2017
Q1
$906K Buy
2016
Q4
Sell
2016
Q3
$171K Buy