Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$900K Buy
2024
Q1
Sell
2023
Q4
$635K Buy
2023
Q2
Sell
2023
Q1
$386K Buy
2021
Q2
Sell
2021
Q1
$418K Buy
2020
Q4
$253K Buy
2018
Q2
Sell
2018
Q1
$317K Sell
2017
Q4
$449K Buy