Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
2025
Q1
$1.06M Sell
2024
Q4
$1.3M Buy
2021
Q4
Hold
2021
Q3
Hold
2017
Q1
Sell
2016
Q4
$706K Buy
2015
Q2
Hold
2015
Q1
Hold
2014
Q4
Hold