Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$700K Buy
2025
Q1
$516K Buy
2024
Q3
Sell
2024
Q2
$433K Buy
2024
Q1
Sell
2023
Q4
$312K Buy
2023
Q3
$233K Buy
2018
Q1
Sell
2017
Q4
$541K Buy
2017
Q2
Sell
2017
Q1
$25K Buy
2016
Q4
Sell
2016
Q3
$123K Buy
2016
Q2
$6K Buy