Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$298K Sell
2024
Q4
$3.13M Buy
2024
Q2
Sell
2024
Q1
$341K Buy
2023
Q3
Sell
2023
Q2
$761K Buy
2022
Q1
Sell
2021
Q4
$2.18M Buy
2019
Q4
$201K Buy
2019
Q3
Sell
2019
Q2
$1.68M Buy
2018
Q1
Sell
2017
Q4
$261K Buy