Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.78M Buy
2023
Q4
Sell
2023
Q3
$2.91M Buy
2022
Q2
Hold
2022
Q1
Hold
2019
Q3
Hold
2019
Q2
Hold
2018
Q1
Sell
2017
Q4
$259K Buy
2016
Q4
Hold
2016
Q3
Hold
2016
Q2
Sell
2016
Q1
$210K Buy
2015
Q4
Hold
2015
Q3
Hold