Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$678K Hold
2025
Q1
$434K Hold
2024
Q4
$517K Buy
2024
Q3
$368K Buy
2024
Q2
$230K Hold
2024
Q1
$204K Buy
2020
Q1
Sell
2019
Q4
$6.8M Buy
2019
Q3
$6.36M Buy
2018
Q1
Sell
2017
Q4
$206K Buy
2015
Q4
Sell
2015
Q3
$5.17M Sell
2015
Q2
$5.79M Sell
2015
Q1
$6.34M Sell
2014
Q4
$6.58M Buy