Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$551K Buy
2024
Q4
Sell
2024
Q3
$6.24M Sell
2024
Q2
$7.19M Hold
2024
Q1
$6.76M Sell
2023
Q4
$8.68M Hold
2023
Q3
$7.99M Buy
2023
Q2
$6.7M Buy
2020
Q2
Sell
2020
Q1
$247K Sell
2019
Q4
$687K Hold
2019
Q3
$584K Buy
2019
Q2
$540K Sell
2019
Q1
$11.1M Sell
2018
Q4
$16.5M Buy
2018
Q3
$13.7M Buy
2018
Q2
$3.25M Hold
2018
Q1
$4.04M Hold
2017
Q4
$4.59M Sell
2017
Q3
$16.2M Buy