Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$624K Buy
2020
Q4
Sell
2020
Q3
$314K Sell
2020
Q2
$299K Buy
2018
Q3
Sell
2018
Q2
$206K Sell
2018
Q1
$288K Buy
2017
Q4
Sell
2017
Q3
$1.09M Buy