Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$908K Sell
2024
Q4
$1.02M Buy
2024
Q3
$1.23M Hold
2024
Q2
$1.11M Sell
2024
Q1
$1.12M Buy
2020
Q1
Sell
2019
Q4
$238K Buy
2019
Q3
$217K Hold
2019
Q2
$214K Buy
2016
Q3
Sell
2016
Q2
$228K Sell
2016
Q1
$254K Hold
2015
Q4
$249K Buy