Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$975K Sell
2025
Q1
$2.61M Buy
2024
Q4
$2.47M Sell
2024
Q3
$3.43M Sell
2024
Q2
$2.88M Buy
2020
Q1
Sell
2019
Q4
$7.81M Sell
2019
Q3
$8.77M Buy
2019
Q2
$6.49M Buy
2018
Q4
Sell
2018
Q3
$5.07M Buy
2018
Q2
$5.29M Sell
2018
Q1
$5.66M Buy
2017
Q4
$5.47M Buy
2017
Q3
$4M Buy
2016
Q3
Sell
2016
Q2
$534K Hold
2016
Q1
$520K Hold
2015
Q4
$493K Hold
2015
Q3
$458K Buy