Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$642K Hold
2024
Q3
$772K Hold
2024
Q2
$705K Hold
2024
Q1
$695K Buy
2023
Q4
$427K Sell
2023
Q3
$457K Hold
2023
Q2
$442K Hold
2023
Q1
$466K Sell
2022
Q4
$519K Buy
2017
Q3
Sell
2017
Q2
$1.55M Buy
2017
Q1
$1.04M Buy
2016
Q4
$921K Hold
2016
Q3
$917K Buy