Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$698K Sell
2025
Q2
$982K Hold
2025
Q1
$912K Hold
2024
Q4
$979K Hold
2024
Q3
$1.13M Hold
2024
Q2
$1.18M Hold
2024
Q1
$1.49M Hold
2023
Q4
$1.46M Hold
2023
Q3
$1.39M Hold
2023
Q2
$1.48M Hold
2023
Q1
$1.44M Hold
2022
Q4
$1.28M Hold
2022
Q3
$1.24M Buy
2016
Q1
Sell
2015
Q4
$1.02M Sell
2015
Q3
$1.24M Buy
2015
Q2
Sell
2015
Q1
$665K Buy