Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.52M Sell
2025
Q2
$1.78M Sell
2025
Q1
$2.03M Hold
2024
Q4
$1.86M Sell
2024
Q3
$1.77M Buy
2024
Q2
$1.55M Buy
2024
Q1
$1.5M Sell
2023
Q4
$1.29M Sell
2023
Q3
$1.14M Sell
2023
Q2
$1.23M Buy
2023
Q1
$1.12M Sell
2022
Q4
$916K Hold
2022
Q3
$721K Buy
2022
Q2
$719K Buy
2022
Q1
$797K Sell
2021
Q4
$1.02M Buy
2019
Q4
Hold
2019
Q3
Hold
2014
Q1
Sell
2013
Q4
$356K Sell
2013
Q3
$878K Sell
2013
Q2
$74.1M Buy