Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$970K Buy
2025
Q1
$334K Buy
2024
Q3
Sell
2024
Q2
$950K Sell
2024
Q1
$1.19M Buy
2023
Q4
$565K Buy
2023
Q1
Sell
2022
Q4
$341K Buy
2019
Q3
Sell
2019
Q2
$1.56M Sell
2019
Q1
$2.61M Buy
2018
Q4
$549K Buy
2018
Q3
$494K Sell
2018
Q2
$1.02M Buy
2018
Q1
$668K Buy