Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$475K Buy
2020
Q2
Sell
2020
Q1
$2.45M Buy
2019
Q4
Sell
2019
Q3
$1.42M Sell
2019
Q2
$2.56M Sell
2019
Q1
$2.74M Sell
2018
Q4
$3.69M Sell
2018
Q3
$3.87M Buy
2017
Q4
Sell
2017
Q3
$2.94M Buy
2017
Q2
$1.69M Buy
2016
Q3
Sell
2016
Q2
$2.5M Buy
2014
Q2
Sell
2014
Q1
$1.11M Sell
2013
Q4
$2.51M Buy
2013
Q3
$1.33M Buy