Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$418K Buy
2023
Q1
Sell
2022
Q4
$582K Buy
2022
Q3
$414K Buy
2022
Q2
Sell
2022
Q1
$1.09M Buy
2021
Q4
$244K Buy
2021
Q3
Sell
2021
Q2
$3.08M Buy
2021
Q1
Sell
2020
Q4
$306K Buy
2017
Q3
Sell
2017
Q2
$2.74M Buy
2016
Q4
Sell
2016
Q3
$5.27M Buy