Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$354K Buy
2024
Q4
$203K Sell
2024
Q3
$1.23M Buy
2024
Q2
$904K Buy
2024
Q1
$450K Buy
2023
Q4
$306K Sell
2023
Q3
$1.45M Buy
2023
Q2
$650K Buy
2022
Q3
Sell
2022
Q2
$264K Buy
2017
Q1
Sell
2016
Q4
$377K Buy
2016
Q2
Sell
2016
Q1
$208K Buy