Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$419K Sell
2025
Q2
$455K Buy
2025
Q1
$344K Sell
2024
Q4
$12.5M Sell
2024
Q3
$11.1M Sell
2024
Q2
$9.08M Buy
2024
Q1
$7.47M Buy
2018
Q3
Sell
2018
Q2
$692K Buy
2018
Q1
$541K Buy
2013
Q4
Sell
2013
Q3
$263K Sell
2013
Q2
$226K Buy