Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.36M Buy
2024
Q4
$903K Sell
2024
Q3
$1.15M Buy
2024
Q2
$923K Sell
2024
Q1
$2.65M Buy
2020
Q4
Hold
2020
Q3
Hold
2016
Q2
Sell
2016
Q1
$184K Sell
2015
Q4
$298K Sell
2015
Q3
$570K Sell
2015
Q2
$4.59M Buy