Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$224K Buy
2020
Q1
Sell
2019
Q4
$542K Sell
2019
Q3
$3.55M Sell
2019
Q2
$4.01M Buy
2019
Q1
$2.28M Buy
2018
Q4
$1.65M Sell
2018
Q3
$2.12M Sell
2018
Q2
$2.25M Buy
2018
Q1
$553K Buy
2017
Q4
$360K Sell
2017
Q3
$1.43M Buy
2017
Q2
$239K Sell
2017
Q1
$2.73M Buy