Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$463K Sell
2024
Q4
$721K Buy
2023
Q4
Sell
2023
Q3
$207K Sell
2023
Q2
$407K Buy
2022
Q2
Sell
2022
Q1
$488K Buy
2021
Q2
Sell
2021
Q1
$1.58M Buy
2019
Q3
Sell
2019
Q2
$833K Buy
2019
Q1
Sell
2018
Q4
$206K Sell
2018
Q3
$1.19M Sell
2018
Q2
$1.55M Sell
2018
Q1
$4.09M Sell
2017
Q4
$3M Buy