Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$4.18M Sell
2024
Q4
$3.89M Buy
2024
Q3
$3.41M Buy
2024
Q2
$431K Buy
2024
Q1
$291K Buy
2020
Q4
Sell
2020
Q3
$745K Hold
2020
Q2
$943K Buy
2020
Q1
$252K Buy
2014
Q3
Sell
2014
Q2
$277K Buy