Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$894K Hold
2025
Q1
$754K Sell
2024
Q4
$670K Sell
2024
Q3
$1.1M Buy
2024
Q2
$829K Buy
2024
Q1
$581K Buy
2023
Q2
Sell
2023
Q1
$554K Buy
2019
Q2
Sell
2019
Q1
$42K Hold
2018
Q4
$34K Sell
2018
Q3
$3.06M Sell
2018
Q2
$3.86M Buy
2018
Q1
$3.91M Sell
2017
Q4
$4M Buy
2017
Q3
$3.5M Buy
2017
Q2
$3.46M Buy
2017
Q1
$2.93M Buy
2016
Q4
$2.54M Buy