Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$473K Buy
2024
Q4
$555K Buy
2019
Q3
Sell
2019
Q2
$1.69M Buy
2019
Q1
$1.79M Hold
2018
Q4
$1.22M Hold
2018
Q3
$1.49M Buy
2018
Q2
Sell
2018
Q1
$1.79M Buy
2017
Q4
$1.54M Hold
2017
Q3
$1.02M Hold
2017
Q2
$1.2M Hold
2017
Q1
$1.11M Buy