Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
2025
Q1
$819K Buy
2024
Q4
$589K Buy
2024
Q3
$529K Buy
2024
Q1
Sell
2023
Q4
$250K Buy
2020
Q1
Sell
2019
Q4
$492K Sell
2019
Q3
$1.6M Sell
2019
Q2
$1.98M Buy
2018
Q3
Sell
2018
Q2
$15M Buy