Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
2021
Q1
Sell
2020
Q4
$611K Sell
2020
Q3
$591K Sell
2020
Q2
$563K Sell
2020
Q1
$551K Sell
2019
Q4
$12M Sell
2019
Q3
$10.8M Sell
2019
Q2
$10.3M Buy
2019
Q1
$376K Sell
2018
Q4
$382K Buy
2018
Q3
$408K Buy
2017
Q3
Sell
2017
Q2
$624K Sell
2017
Q1
$715K Buy