Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$756K Buy
2025
Q1
$633K Buy
2024
Q4
$500K Hold
2024
Q3
$483K Hold
2024
Q2
$416K Hold
2024
Q1
$386K Hold
2023
Q4
$368K Buy
2020
Q2
Sell
2020
Q1
$2.3M Sell
2019
Q4
$4.24M Sell
2019
Q3
$4.22M Buy
2019
Q2
$3.41M Buy
2019
Q1
$2.38M Sell
2018
Q4
$4.02M Hold
2018
Q3
$4.02M Sell
2018
Q2
$3.86M Buy
2018
Q1
$4.1M Buy
2017
Q4
$3.41M Buy