Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$524K Sell
2024
Q3
$998K Sell
2024
Q2
$2.07M Buy
2024
Q1
$744K Buy
2021
Q1
Sell
2020
Q4
$291K Buy
2020
Q3
Sell
2020
Q2
$1.53M Buy
2018
Q4
Sell
2018
Q3
$1.09M Buy
2018
Q2
$897K Buy