Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$524K Buy
2022
Q1
Sell
2021
Q4
$907K Buy
2021
Q3
$740K Sell
2021
Q2
$894K Buy
2021
Q1
Sell
2020
Q4
$549K Sell
2020
Q3
$437K Sell
2020
Q2
$497K Buy
2020
Q1
$316K Sell
2019
Q4
$606K Sell
2019
Q3
$624K Buy
2019
Q2
$221K Buy
2018
Q3
Sell
2018
Q2
$207K Sell
2018
Q1
$230K Buy