Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
2025
Q1
$523K Buy
2024
Q4
$234K Buy
2021
Q2
Sell
2021
Q1
$295K Buy
2017
Q3
Sell
2017
Q2
$4.5M Hold
2017
Q1
$4.91M Hold
2016
Q4
$5.72M Hold
2016
Q3
$6.25M Buy