Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$775K Buy
2024
Q3
$501K Buy
2022
Q2
Sell
2022
Q1
$1.51M Buy
2021
Q2
Sell
2021
Q1
$305K Buy
2019
Q3
Sell
2019
Q2
$712K Buy
2019
Q1
$556K Buy
2018
Q4
Sell
2018
Q3
$3.61M Buy
2018
Q2
Sell
2018
Q1
$419K Buy
2017
Q4
$305K Buy