Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$588K Buy
2023
Q4
Sell
2023
Q3
$1.65M Buy
2023
Q2
Sell
2023
Q1
$442K Buy
2022
Q1
Sell
2021
Q4
$215K Buy
2020
Q2
Sell
2020
Q1
$714K Buy
2018
Q1
Sell
2017
Q4
$287K Buy
2014
Q1
Sell
2013
Q4
$237K Buy