Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$380K Buy
2025
Q2
$463K Sell
2025
Q1
$7.87M Sell
2024
Q4
$15.7M Sell
2024
Q3
$15.6M Buy
2024
Q2
$12.3M Buy
2024
Q1
$470K Sell
2023
Q4
$458K Sell
2023
Q3
$487K Sell
2023
Q2
$402K Sell
2023
Q1
$544K Sell
2022
Q4
$1.29M Buy
2022
Q3
$9.2M Buy
2016
Q3
Sell
2016
Q2
$607K Sell
2016
Q1
$1.19M Buy
2014
Q4
Sell
2014
Q3
$646K Buy
2014
Q1
Sell
2013
Q4
$3K Buy