Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$768K Hold
2025
Q1
$563K Buy
2024
Q4
$527K Sell
2024
Q3
$552K Sell
2024
Q2
$779K Hold
2024
Q1
$610K Buy
2023
Q4
$238K Sell
2023
Q3
$1.13M Buy
2021
Q2
$304K Buy
2020
Q2
Sell
2020
Q1
$2.96M Buy
2019
Q1
Sell
2018
Q4
$2.45M Buy
2016
Q4
Sell
2016
Q3
$1.02M Buy