Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Sell
2025
Q2
$1.66M Sell
2025
Q1
$1.89M Buy
2024
Q4
$656K Buy
2024
Q3
$646K Buy
2024
Q2
$514K Buy
2024
Q1
$353K Buy
2019
Q2
Sell
2019
Q1
$2.56M Buy
2018
Q2
Sell
2018
Q1
$3.21M Buy
2017
Q4
$2.31M Buy
2017
Q3
$1.93M Buy
2017
Q2
$1.62M Buy
2017
Q1
$1.56M Buy