Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$609K Buy
2020
Q4
Sell
2020
Q3
$72K Buy
2017
Q4
Sell
2017
Q3
$539K Buy
2017
Q2
$58K Buy
2016
Q1
Sell
2015
Q4
$281K Buy
2015
Q3
$223K Buy