Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$398K Buy
2024
Q1
Sell
2023
Q4
$1.11M Sell
2023
Q3
$1.87M Buy
2023
Q2
$434K Buy
2020
Q4
Sell
2020
Q3
$293K Sell
2020
Q2
$1.17M Buy
2020
Q1
$438K Buy
2017
Q4
Sell
2017
Q3
$1.28M Buy
2016
Q3
Sell
2016
Q2
$2.4M Buy
2015
Q2
Sell
2015
Q1
$575K Buy