Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$735K Sell
2025
Q1
$915K Buy
2021
Q1
Sell
2020
Q4
$427K Buy
2020
Q3
Sell
2020
Q2
$108K Sell
2020
Q1
$95K Buy
2019
Q4
$19K Sell
2019
Q3
$66K Buy
2019
Q2
$10K Buy
2018
Q3
Sell
2018
Q2
$534K Buy
2018
Q1
$392K Buy
2015
Q2
Sell
2015
Q1
$43K Sell
2014
Q4
$50K Buy