Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
2020
Q1
Hold
2019
Q4
Sell
2019
Q3
$2.04M Buy
2019
Q2
Sell
2019
Q1
$693K Buy
2018
Q2
Sell
2018
Q1
$44K Sell
2017
Q4
$5.61M Buy
2017
Q3
$2.14M Sell
2017
Q2
$3.05M Buy