Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
2025
Q1
$95K Buy
2024
Q4
$141K Buy
2024
Q3
Sell
2024
Q2
$198K Buy
2023
Q1
Sell
2022
Q4
$782K Sell
2022
Q3
$1.41M Buy
2022
Q2
$970K Buy
2014
Q1
Sell
2013
Q4
$649K Buy
2013
Q3
$400K Buy