Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
2025
Q1
$190K Sell
2024
Q4
$2.69M Buy
2024
Q3
$148K Buy
2024
Q2
$93K Hold
2024
Q1
$91K Buy
2023
Q4
$47K Hold
2023
Q3
$59K Buy
2018
Q4
Sell
2018
Q3
$1.77M Hold
2018
Q2
$1.51M Buy
2014
Q1
Sell
2013
Q4
$952K Sell
2013
Q3
$2.99M Buy
2013
Q2
$1.25M Buy