Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$776K Sell
2025
Q1
$1.18M Buy
2024
Q4
$779K Buy
2019
Q3
Sell
2019
Q2
$345K Sell
2019
Q1
$415K Sell
2018
Q4
$490K Buy
2018
Q3
$517K Sell
2018
Q2
$1.49M Buy
2018
Q1
$1.46M Sell
2017
Q4
$1.48M Buy
2017
Q3
$1.36M Buy
2017
Q2
$1.47M Buy
2017
Q1
$1.03M Buy