Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$509K Buy
2024
Q4
Sell
2024
Q3
$487K Buy
2019
Q2
Sell
2019
Q1
$1.18M Buy
2018
Q4
$772K Buy
2017
Q4
Sell
2017
Q3
$317K Buy
2017
Q2
$288K Buy
2017
Q1
$247K Sell
2016
Q4
$235K Buy