Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$496K Buy
2024
Q4
$524K Buy
2024
Q3
$509K Buy
2024
Q1
Hold
2023
Q4
Hold
2020
Q2
Sell
2020
Q1
$1.16M Buy
2018
Q2
Sell
2018
Q1
$742K Sell
2017
Q4
$932K Buy