Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$929K Sell
2024
Q3
$381K Hold
2024
Q2
$390K Hold
2024
Q1
$331K Buy
2023
Q3
Hold
2023
Q2
Hold
2020
Q1
Sell
2019
Q4
$3.18M Hold
2019
Q3
$3.69M Buy
2019
Q2
$1.76M Hold
2019
Q1
$1.95M Buy
2018
Q4
$974K Hold
2018
Q3
$2.13M Hold
2018
Q2
$1.58M Buy