Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
2025
Q1
$4.36M Buy
2024
Q4
$260K Buy
2020
Q3
Sell
2020
Q2
$257K Buy
2018
Q1
Sell
2017
Q4
$514K Buy
2015
Q1
Sell
2014
Q4
$6.97M Buy
2014
Q1
Sell
2013
Q4
$1.52M Buy
2013
Q3
Sell
2013
Q2
$209K Buy