Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.29M Sell
2025
Q2
$1.21M Buy
2025
Q1
$1.1M Buy
2022
Q3
Sell
2022
Q2
$906K Sell
2022
Q1
$1.04M Buy
2021
Q4
$1.24M Buy
2021
Q3
$1.23M Hold
2021
Q2
$1.39M Buy
2021
Q1
$1.39M Buy
2014
Q2
$685K Sell
2014
Q1
$654K Buy
2013
Q4
$674K Buy