Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
2024
Q2
Sell
2024
Q1
$407K Buy
2023
Q4
$347K Buy
2023
Q3
$221K Buy
2016
Q2
Sell
2016
Q1
$791K Sell
2015
Q4
$1.02M Buy
2015
Q1
Sell
2014
Q4
$311K Buy