Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
2025
Q1
$475K Buy
2020
Q3
Sell
2020
Q2
$405K Hold
2020
Q1
$381K Hold
2019
Q4
$429K Hold
2019
Q3
$462K Hold
2019
Q2
$456K Hold
2019
Q1
$487K Sell
2018
Q4
$434K Hold
2018
Q3
$448K Hold
2018
Q2
$533K Hold
2018
Q1
$469K Hold
2017
Q4
$353K Hold
2017
Q3
$333K Hold
2017
Q2
$246K Buy