Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$106K Sell
2024
Q3
$714K Sell
2024
Q2
$1.82M Sell
2024
Q1
$3.74M Buy
2023
Q4
$3.55M Buy
2023
Q3
$2.99M Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$8.28M Buy
2021
Q3
$4.96M Buy
2021
Q2
$3.02M Sell
2021
Q1
$3.9M Buy
2016
Q3
Sell
2016
Q2
$725K Buy
2014
Q3
Sell
2014
Q2
$1.19M Buy