Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$893K Buy
2024
Q1
Sell
2023
Q4
$740K Sell
2023
Q3
$981K Buy
2023
Q1
Sell
2022
Q4
$450K Buy
2022
Q1
Sell
2021
Q4
$204K Sell
2021
Q3
$302K Sell
2021
Q2
$592K Buy
2020
Q3
Sell
2020
Q2
$571K Buy
2017
Q3
Sell
2017
Q2
$173K Sell
2017
Q1
$474K Buy