Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$493K Buy
2025
Q1
$568K Buy
2024
Q4
$230K Buy
2024
Q3
$275K Buy
2020
Q3
Sell
2020
Q2
$849K Sell
2020
Q1
$765K Buy
2019
Q1
Sell
2018
Q4
$531K Hold
2018
Q3
$638K Hold
2018
Q2
$718K Sell
2018
Q1
$1.85M Buy
2017
Q1
Sell
2016
Q4
$82K Sell
2016
Q3
$3.67M Buy
2016
Q2
$2.75M Buy
2016
Q1
$1.26M Buy