Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Sell
2024
Q2
$446K Buy
2023
Q1
Sell
2022
Q4
$300K Buy
2015
Q1
Sell
2014
Q4
$2.37M Buy