Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
2024
Q3
Sell
2024
Q2
$570K Buy
2024
Q1
$416K Buy
2022
Q1
Sell
2021
Q4
$430K Buy
2021
Q3
$289K Buy
2017
Q3
Sell
2017
Q2
$1.04M Sell
2017
Q1
$1.7M Buy
2016
Q4
Sell
2016
Q3
$181K Buy
2015
Q4
Sell
2015
Q3
$1.05M Sell
2015
Q2
$1.7M Buy
2015
Q1
$1.36M Buy
2014
Q4
$1.41M Buy
2014
Q3
$240K Buy