Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
2021
Q4
Sell
2021
Q3
$206K Buy
2021
Q2
Sell
2021
Q1
$243K Sell
2020
Q4
$307K Sell
2020
Q3
$777K Buy
2019
Q4
Sell
2019
Q3
$215K Buy
2019
Q2
$207K Buy
2019
Q1
Sell
2018
Q4
$365K Buy
2018
Q3
$431K Buy