Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$794K Sell
2025
Q2
$1.09M Buy
2025
Q1
$543K Buy
2024
Q2
Sell
2024
Q1
$353K Hold
2023
Q4
$336K Buy
2018
Q2
Sell
2018
Q1
$2.66M Sell
2017
Q4
$2.52M Buy
2017
Q3
$795K Hold
2017
Q2
$813K Buy