Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.06M Sell
2025
Q2
$764K Hold
2025
Q1
$624K Sell
2024
Q4
$2.67M Buy
2024
Q3
$731K Sell
2024
Q2
$555K Sell
2024
Q1
$494K Sell
2023
Q4
$709K Buy
2023
Q3
$684K Buy
2019
Q2
Sell
2019
Q1
$11K Buy
2018
Q4
$8K Buy
2018
Q2
Sell
2018
Q1
$26K Hold
2017
Q4
$31K Buy
2016
Q1
Sell
2015
Q4
$36K Buy