Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$899K Hold
2025
Q2
$807K Hold
2025
Q1
$914K Hold
2024
Q4
$1.08M Hold
2024
Q3
$1.18M Hold
2024
Q2
$1.16M Hold
2024
Q1
$998K Hold
2023
Q4
$993K Buy
2019
Q1
Sell
2018
Q4
$966K Hold
2018
Q3
$1.22M Hold
2018
Q2
$1.07M Hold
2018
Q1
$1.03M Sell
2017
Q4
$1.18M Hold
2017
Q3
$1.12M Hold
2017
Q2
$984K Hold
2017
Q1
$1.01M Hold
2016
Q4
$835K Buy