Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
2023
Q4
Sell
2023
Q3
$814K Sell
2023
Q2
$990K Buy
2022
Q3
Sell
2022
Q2
$265K Sell
2022
Q1
$763K Buy
2021
Q4
$269K Buy
2019
Q2
Sell
2019
Q1
$389K Buy
2018
Q3
Sell
2018
Q2
$436K Buy
2017
Q3
Sell
2017
Q2
$1.09M Buy
2017
Q1
$600K Buy
2016
Q3
Sell
2016
Q2
$683K Buy