Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.65M Sell
2025
Q1
$3.48M Hold
2024
Q4
$3.1M Buy
2024
Q3
$1.48M Buy
2024
Q2
$987K Hold
2024
Q1
$968K Sell
2023
Q4
$2.73M Sell
2023
Q3
$2.18M Sell
2023
Q2
$3.91M Buy
2023
Q1
$3.01M Sell
2022
Q4
$4.66M Sell
2022
Q3
$4.09M Buy
2022
Q2
$1.71M Buy
2022
Q1
$1.95M Buy
2018
Q3
Sell
2018
Q2
$212K Buy
2017
Q4
Sell
2017
Q3
$303K Hold
2017
Q2
$265K Hold
2017
Q1
$266K Hold
2016
Q4
$243K Hold
2016
Q3
$236K Buy