Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
2025
Q1
$255K Sell
2024
Q4
$328K Buy
2024
Q3
Sell
2024
Q2
$509K Buy
2020
Q4
Sell
2020
Q3
$1.48M Buy
2020
Q1
Sell
2019
Q4
$341K Buy
2016
Q2
Sell
2016
Q1
$317K Buy
2015
Q3
Sell
2015
Q2
$331K Buy