Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$665K Hold
2024
Q4
$538K Hold
2024
Q3
$519K Hold
2024
Q2
$378K Buy
2017
Q2
Sell
2017
Q1
$1.02M Buy
2016
Q4
$763K Buy
2016
Q3
$680K Buy
2016
Q2
$791K Buy
2016
Q1
$609K Buy
2015
Q4
$399K Sell
2015
Q3
$581K Buy
2015
Q2
$301K Sell
2015
Q1
$377K Buy
2014
Q3
Sell
2014
Q2
$208K Sell
2014
Q1
$464K Buy