Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$844K Buy
2024
Q4
$720K Buy
2024
Q3
$494K Buy
2024
Q2
$370K Buy
2024
Q1
$349K Buy
2023
Q4
$254K Sell
2023
Q3
$267K Buy
2019
Q2
Sell
2019
Q1
$35K Buy
2018
Q4
$24K Sell
2018
Q3
$38K Buy
2018
Q2
$36K Buy
2018
Q1
$19K Sell
2017
Q4
$26K Buy