Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
2025
Q1
$385K Sell
2024
Q4
$3.08M Buy
2024
Q3
$227K Buy
2024
Q2
$184K Buy
2024
Q1
$196K Buy
2023
Q4
$142K Hold
2023
Q3
$126K Buy
2020
Q3
Sell
2020
Q2
$5.67M Buy
2020
Q1
$2.61M Buy
2019
Q4
$2.56M Buy
2014
Q4
Sell
2014
Q3
$1.74M Sell
2014
Q2
$1.8M Buy
2014
Q1
$1.16M Sell
2013
Q4
$2.36M Buy
2013
Q3
$1.65M Buy
2013
Q2
$1.37M Buy