Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$270K Buy
2024
Q4
Sell
2024
Q3
$285K Buy
2024
Q2
Sell
2024
Q1
$573K Sell
2023
Q4
$1.25M Buy
2019
Q4
Sell
2019
Q3
$949K Buy
2019
Q2
$921K Buy
2018
Q1
Sell
2017
Q4
$4.32M Buy
2017
Q3
Sell
2017
Q2
$5.83M Buy