Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$422K Buy
2024
Q4
Sell
2024
Q3
$274K Buy
2021
Q3
Sell
2021
Q2
$360K Sell
2021
Q1
$4.66M Buy
2019
Q1
Sell
2018
Q4
$990K Buy
2018
Q2
Sell
2018
Q1
$567K Hold
2017
Q4
$567K Buy
2017
Q3
$472K Sell
2017
Q2
$799K Buy