Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.85M Buy
2023
Q2
Sell
2023
Q1
$255K Hold
2022
Q4
$261K Hold
2022
Q3
$221K Hold
2022
Q2
$224K Hold
2022
Q1
$275K Sell
2021
Q4
$266K Sell
2021
Q3
$322K Sell
2021
Q2
$694K Sell
2021
Q1
$740K Buy
2020
Q4
$591K Buy
2020
Q3
$541K Buy
2020
Q2
$507K Buy
2014
Q3
Sell
2014
Q2
$297K Sell
2014
Q1
$442K Sell
2013
Q4
$4.85M Buy
2013
Q3
$4.43M Buy
2013
Q2
$3.61M Buy