Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$218K Buy
2024
Q4
Sell
2024
Q3
$207K Sell
2024
Q2
$229K Sell
2024
Q1
$274K Hold
2023
Q4
$273K Hold
2023
Q3
$223K Sell
2023
Q2
$285K Buy
2017
Q4
Sell
2017
Q3
$1.3M Sell
2017
Q2
$1.32M Sell
2017
Q1
$1.71M Sell
2016
Q4
$1.72M Sell
2016
Q3
$3.93M Sell
2016
Q2
$13.5M Sell
2016
Q1
$16.2M Buy
2015
Q4
$19.2M Sell
2015
Q3
$20.2M Buy
2015
Q2
$23.3M Buy
2015
Q1
$25.8M Sell
2014
Q4
$25.4M Buy