Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$367K Buy
2024
Q4
Hold
2022
Q4
Sell
2022
Q3
$295K Buy
2022
Q2
Sell
2022
Q1
$205K Buy
2021
Q1
Hold
2020
Q4
Hold
2018
Q1
Sell
2017
Q4
$2.6M Buy
2014
Q2
Sell
2014
Q1
$3.81M Sell
2013
Q4
$7.83M Buy