Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$874K Sell
2025
Q1
$3.44M Buy
2022
Q4
Sell
2022
Q3
$2M Sell
2022
Q2
$3.27M Buy
2022
Q1
$570K Buy
2020
Q2
Sell
2020
Q1
$246K Sell
2019
Q4
$627K Buy
2015
Q4
Sell
2015
Q3
$1.35M Buy