Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
2025
Q1
$1.14M Buy
2024
Q4
$353K Sell
2024
Q3
$343K Buy
2024
Q2
$282K Buy
2020
Q1
Sell
2019
Q4
$534K Hold
2019
Q3
$496K Sell
2019
Q2
$554K Sell
2019
Q1
$507K Hold
2018
Q4
$432K Buy
2018
Q3
$452K Sell
2018
Q2
$421K Sell
2018
Q1
$508K Sell
2017
Q4
$565K Sell
2017
Q3
$624K Buy
2017
Q2
$567K Sell
2017
Q1
$508K Sell
2016
Q4
$502K Buy