Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$328K Buy
2024
Q3
Sell
2024
Q2
$231K Buy
2021
Q2
Sell
2021
Q1
$62.3M Buy
2020
Q4
$792K Buy
2017
Q2
Sell
2017
Q1
$626K Buy
2016
Q4
$453K Hold
2016
Q3
$470K Hold
2016
Q2
$492K Hold
2016
Q1
$548K Buy
2015
Q4
$551K Sell
2015
Q3
$595K Hold
2015
Q2
$523K Buy