Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$640K Hold
2025
Q2
$628K Hold
2025
Q1
$606K Sell
2024
Q4
$900K Hold
2024
Q3
$953K Buy
2024
Q2
$358K Sell
2024
Q1
$371K Sell
2023
Q4
$393K Hold
2023
Q3
$337K Buy
2020
Q1
Sell
2019
Q4
$2.82M Buy
2019
Q2
Sell
2019
Q1
$2.68M Buy
2018
Q4
$2.43M Sell
2018
Q3
$2.8M Hold
2018
Q2
$2.61M Sell
2018
Q1
$2.95M Sell
2017
Q4
$3.4M Hold
2017
Q3
$3.04M Sell
2017
Q2
$3.03M Buy
2017
Q1
$2.74M Buy
2016
Q4
$1.7M Buy