Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.9M Buy
2021
Q2
Sell
2021
Q1
$2.02M Hold
2020
Q4
$2.26M Sell
2020
Q3
$2.46M Hold
2020
Q2
$2.1M Hold
2020
Q1
$1.45M Sell
2019
Q4
$2.23M Hold
2019
Q3
$1.82M Hold
2019
Q2
$1.74M Hold
2019
Q1
$1.79M Sell
2018
Q4
$1.92M Hold
2018
Q3
$1.92M Sell
2018
Q2
$1.92M Buy
2018
Q1
$1.06M Sell
2017
Q4
$1.92M Hold
2017
Q3
$1.84M Hold
2017
Q2
$1.66M Sell
2017
Q1
$1.68M Sell
2016
Q4
$1.52M Sell
2016
Q3
$1.76M Sell
2016
Q2
$1.69M Sell
2016
Q1
$2.12M Hold
2015
Q4
$2.08M Buy
2015
Q3
$386K Buy