Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.66M Sell
2025
Q1
$1.74M Buy
2024
Q4
$1.33M Buy
2024
Q3
$420K Buy
2024
Q2
$299K Buy
2023
Q3
Sell
2023
Q2
$1.74M Buy
2023
Q1
$1.53M Buy
2022
Q4
Hold
2020
Q2
Sell
2020
Q1
$1.23M Hold
2019
Q4
$1.23M Sell
2019
Q3
$994K Sell
2019
Q2
$1.24M Sell
2019
Q1
$1.52M Sell
2018
Q4
$1.25M Buy
2018
Q3
Sell
2018
Q2
$1.5M Buy
2018
Q1
$1.33M Buy
2017
Q4
$943K Buy