Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$859K Sell
2024
Q3
$2.28M Buy
2024
Q2
$3.58M Buy
2024
Q1
$2.25M Buy
2023
Q4
$1.77M Buy
2021
Q3
Sell
2021
Q2
$342K Buy
2020
Q1
Sell
2019
Q4
$174K Hold
2019
Q3
$151K Sell
2019
Q2
$194K Buy
2018
Q3
Sell
2018
Q2
$191K Sell
2018
Q1
$303K Sell
2017
Q4
$333K Sell
2017
Q3
$843K Sell
2017
Q2
$1.28M Buy