Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$243K Sell
2024
Q3
$604K Buy
2024
Q2
$455K Buy
2024
Q1
$527K Sell
2023
Q4
$630K Buy
2017
Q2
Sell
2017
Q1
$1.93M Buy
2016
Q4
$2.13M Sell
2016
Q3
$1.7M Buy
2016
Q2
$1.76M Buy
2016
Q1
$1.56M Buy
2015
Q4
$1.42M Buy
2015
Q3
$1.13M Buy