Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
2025
Q1
$1.49M Buy
2024
Q4
$735K Sell
2024
Q3
$819K Buy
2024
Q2
$257K Buy
2021
Q1
Sell
2020
Q4
$787K Buy
2020
Q3
$718K Hold
2020
Q2
$699K Hold
2020
Q1
$612K Sell
2019
Q4
$826K Sell
2019
Q3
$854K Sell
2019
Q2
$1.47M Sell
2019
Q1
$3.57M Hold
2018
Q4
$3.27M Sell
2018
Q3
$3.84M Hold
2018
Q2
$3.58M Sell
2018
Q1
$4.53M Sell
2017
Q4
$4.94M Sell
2017
Q3
$4.47M Sell
2017
Q2
$4.47M Buy
2017
Q1
$3.91M Buy