Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$663K Buy
2025
Q1
$614K Sell
2024
Q4
$659K Buy
2024
Q3
$688K Buy
2024
Q2
$514K Sell
2024
Q1
$581K Buy
2023
Q4
$481K Buy
2021
Q2
Sell
2021
Q1
$205K Buy
2018
Q4
Sell
2018
Q3
$202K Buy
2018
Q2
Sell
2018
Q1
$211K Sell
2017
Q4
$231K Hold
2017
Q3
$206K Sell
2017
Q2
$219K Sell
2017
Q1
$206K Buy