Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.72M Sell
2025
Q1
$2.2M Buy
2024
Q4
$2.26M Hold
2024
Q3
$2.45M Sell
2024
Q2
$3.97M Buy
2024
Q1
$1.9M Buy
2020
Q1
Sell
2019
Q4
$306K Hold
2019
Q3
$268K Hold
2019
Q2
$334K Hold
2019
Q1
$331K Hold
2018
Q4
$214K Hold
2018
Q3
$305K Hold
2018
Q2
$309K Sell
2018
Q1
$468K Sell
2017
Q4
$461K Hold
2017
Q3
$400K Sell
2017
Q2
$545K Buy
2017
Q1
$444K Sell
2016
Q4
$642K Sell
2016
Q3
$684K Sell
2016
Q2
$709K Buy