Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$891K Hold
2025
Q1
$884K Buy
2024
Q3
Sell
2024
Q2
$1.36M Sell
2024
Q1
$2.52M Sell
2023
Q4
$2.57M Hold
2023
Q3
$2.19M Buy
2022
Q4
Sell
2022
Q3
$539K Sell
2022
Q2
$682K Hold
2022
Q1
$800K Buy
2021
Q4
$526K Sell
2021
Q3
$498K Buy
2017
Q1
Sell
2016
Q4
$271K Buy
2016
Q3
$209K Buy