Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
2020
Q1
Sell
2019
Q4
$205K Buy
2019
Q3
$209K Sell
2019
Q2
$243K Hold
2019
Q1
$245K Sell
2018
Q4
$213K Buy
2018
Q3
$280K Buy
2018
Q2
$255K Hold
2018
Q1
$328K Hold
2017
Q4
$378K Buy
2017
Q3
$202K Buy