Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$460K Sell
2025
Q1
$308K Buy
2024
Q4
$351K Hold
2024
Q3
$359K Hold
2024
Q2
$300K Hold
2024
Q1
$264K Hold
2023
Q4
$234K Hold
2023
Q3
$223K Hold
2023
Q2
$251K Buy
2015
Q2
Sell
2015
Q1
$9.08M Sell
2014
Q4
$9.62M Buy
2014
Q3
$7.99M Buy
2014
Q2
$8.31M Buy
2014
Q1
$8.19M Sell
2013
Q4
$7.75M Buy
2013
Q3
$6.56M Buy
2013
Q2
$5.76M Buy