Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$887K Buy
2024
Q2
Sell
2024
Q1
$115K Sell
2023
Q4
$1.4M Buy
2023
Q3
$778K Buy
2023
Q2
$242K Buy
2023
Q1
$10.9K Sell
2022
Q4
$315K Hold
2022
Q3
$246K Hold
2022
Q2
$274K Buy
2019
Q1
Sell
2018
Q4
$5.01M Buy
2018
Q3
$5.04M Hold
2018
Q2
$4.35M Sell
2018
Q1
$14M Buy
2017
Q4
$6.71M Buy
2017
Q3
$2.8M Sell
2017
Q2
$4.08M Sell
2017
Q1
$11.1M Sell
2016
Q4
$11.9M Buy