Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$499K Hold
2025
Q1
$371K Buy
2018
Q4
Sell
2018
Q3
$2.19M Sell
2018
Q2
$1.91M Hold
2018
Q1
$1.61M Hold
2017
Q4
$1.84M Hold
2017
Q3
$1.74M Sell
2017
Q2
$1.42M Hold
2017
Q1
$1.49M Hold
2016
Q4
$1.28M Sell
2016
Q3
$1.12M Buy