Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Sell
2024
Q4
$735K Buy
2021
Q2
Sell
2021
Q1
$971K Buy
2019
Q1
Sell
2018
Q4
$1.61M Buy
2018
Q3
$2.01M Buy
2018
Q1
Sell
2017
Q4
$209K Sell
2017
Q3
$403K Sell
2017
Q2
$946K Buy
2017
Q1
$456K Buy
2016
Q1
Sell
2015
Q4
$319K Buy
2015
Q3
$211K Buy
2014
Q1
Sell
2013
Q4
$402K Buy