Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$714K Buy
2025
Q1
$708K Hold
2024
Q4
$647K Hold
2024
Q3
$676K Buy
2024
Q2
$589K Sell
2024
Q1
$782K Buy
2023
Q4
$678K Buy
2023
Q3
$621K Sell
2023
Q2
$591K Buy
2023
Q1
$589K Buy
2022
Q4
$513K Hold
2022
Q3
$423K Buy
2017
Q4
Sell
2017
Q3
$203K Buy
2017
Q2
Sell
2017
Q1
$254K Sell
2016
Q4
$302K Hold
2016
Q3
$287K Buy