Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$153K Buy
2024
Q1
Sell
2023
Q4
$12.4M Sell
2023
Q3
$12.1M Hold
2023
Q2
$12.7M Buy
2023
Q1
$1.84M Hold
2022
Q4
$1.69M Sell
2022
Q3
$1.56M Buy
2022
Q2
$1.26M Sell
2022
Q1
$1.29M Hold
2021
Q4
$1.31M Hold
2021
Q3
$1.17M Hold
2021
Q2
$1.27M Buy
2014
Q2
Sell
2014
Q1
$1K Hold
2013
Q4
$1K Sell
2013
Q3
$2K Hold
2013
Q2
$2K Buy