Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
2025
Q1
$342K Buy
2022
Q1
Sell
2021
Q4
$354K Buy
2021
Q3
$346K Buy
2021
Q2
$309K Hold
2021
Q1
$303K Buy
2019
Q1
Sell
2018
Q4
$705K Sell
2018
Q3
$1.01M Buy
2017
Q1
Sell
2016
Q4
$597K Buy
2016
Q3
$505K Sell
2016
Q2
$419K Sell
2016
Q1
$440K Sell
2015
Q4
$435K Hold
2015
Q3
$4.7K Buy
2015
Q2
$498K Buy
2015
Q1
$520K Buy