Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$363K Buy
2022
Q1
Sell
2021
Q4
$376K Buy
2021
Q3
Sell
2021
Q2
$1.27M Sell
2021
Q1
$2.04M Buy
2020
Q4
$472K Buy
2019
Q4
Sell
2019
Q3
$285K Buy
2018
Q3
Sell
2018
Q2
$313K Sell
2018
Q1
$290K Sell
2017
Q4
$920K Buy