Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$758K Sell
2024
Q4
$1.02M Sell
2024
Q3
$1.15M Buy
2024
Q2
$1.01M Buy
2024
Q1
$246K Buy
2022
Q2
Sell
2022
Q1
$215K Sell
2021
Q4
$262K Buy
2021
Q3
$253K Buy
2021
Q2
$225K Sell
2021
Q1
$207K Sell
2020
Q4
$246K Buy
2017
Q4
Sell
2017
Q3
$231K Hold
2017
Q2
$211K Buy
2017
Q1
$219K Buy