Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.13M Sell
2025
Q1
$1.92M Sell
2024
Q4
$2.57M Buy
2024
Q3
$1.75M Sell
2024
Q2
$1.37M Buy
2024
Q1
$1.23M Buy
2023
Q4
$665K Buy
2023
Q3
$497K Sell
2023
Q2
$648K Buy
2018
Q4
Sell
2018
Q3
$491K Hold
2018
Q2
$465K Hold
2018
Q1
$424K Sell
2017
Q4
$665K Sell
2017
Q3
$590K Sell
2017
Q2
$611K Buy
2017
Q1
$453K Buy
2016
Q4
$218K Buy