Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$692K Hold
2025
Q1
$515K Sell
2024
Q4
$1.18M Hold
2024
Q3
$1.22M Buy
2024
Q2
$290K Hold
2024
Q1
$240K Buy
2021
Q4
Sell
2021
Q3
$218K Hold
2021
Q2
$209K Buy
2018
Q4
Sell
2018
Q3
$113K Hold
2018
Q2
$98K Hold
2018
Q1
$85K Hold
2017
Q4
$95K Hold
2017
Q3
$90K Hold
2017
Q2
$71K Hold
2017
Q1
$75K Hold
2016
Q4
$64K Hold
2016
Q3
$56K Buy