Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$868K Buy
2025
Q1
$607K Sell
2024
Q4
$1.02M Sell
2024
Q3
$1.92M Buy
2023
Q3
Sell
2023
Q2
$413K Buy
2022
Q1
Sell
2021
Q4
$835K Hold
2021
Q3
$715K Buy
2020
Q1
Sell
2019
Q4
$1.25M Sell
2019
Q3
$2.56M Sell
2019
Q2
$3.53M Buy
2019
Q1
$1.9M Buy
2018
Q4
$1.38M Buy
2018
Q3
$602K Sell
2018
Q2
$1.02M Buy