Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.69M Buy
2024
Q4
$346K Sell
2024
Q3
$625K Buy
2022
Q4
Sell
2022
Q3
$74K Buy
2019
Q4
Sell
2019
Q3
$160K Buy
2018
Q4
Sell
2018
Q3
$203K Sell
2018
Q2
$512K Buy
2018
Q1
$779K Buy
2017
Q4
$614K Buy
2017
Q3
Sell
2017
Q2
$318K Buy
2016
Q3
Sell
2016
Q2
$240K Buy