Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.25M Hold
2025
Q1
$754K Hold
2024
Q4
$798K Buy
2020
Q2
Sell
2020
Q1
$417K Sell
2019
Q4
$1.09M Sell
2019
Q3
$2.3M Sell
2019
Q2
$4.9M Sell
2019
Q1
$7.02M Sell
2018
Q4
$6.08M Hold
2018
Q3
$8.26M Hold
2018
Q2
$7.02M Sell
2018
Q1
$6.65M Sell
2017
Q4
$7.14M Sell
2017
Q3
$7.12M Hold
2017
Q2
$5.07M Buy
2017
Q1
$5.21M Buy
2016
Q4
$4.57M Buy
2016
Q3
$316K Buy