Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.92M Buy
2024
Q4
Sell
2024
Q3
$226K Sell
2024
Q2
$378K Buy
2024
Q1
$320K Sell
2023
Q4
$390K Sell
2023
Q3
$389K Sell
2023
Q2
$1,000K Sell
2023
Q1
$3.77M Buy
2021
Q2
Sell
2021
Q1
$5.37M Buy
2018
Q3
Sell
2018
Q2
$2.06M Buy
2018
Q1
$899K Buy
2014
Q4
Sell
2014
Q3
$991K Buy