Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
2025
Q1
$612K Sell
2024
Q4
$544K Buy
2024
Q3
$555K Buy
2023
Q4
Sell
2023
Q3
$321K Buy
2023
Q2
$289K Buy
2023
Q1
$310K Buy
2021
Q2
$232K Buy
2020
Q1
Sell
2019
Q4
$713K Sell
2019
Q3
$747K Sell
2019
Q2
$875K Sell
2019
Q1
$1.26M Buy
2018
Q4
$875K Buy