Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$508K Buy
2024
Q1
Sell
2023
Q4
$213K Sell
2023
Q3
$358K Buy
2023
Q1
Sell
2022
Q4
$694K Buy
2019
Q4
Sell
2019
Q3
$333K Buy
2019
Q2
Sell
2019
Q1
$484K Buy
2018
Q1
Sell
2017
Q4
$322K Sell
2017
Q3
$455K Buy
2016
Q3
Sell
2016
Q2
$216K Sell
2016
Q1
$207K Buy