Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$226K Sell
2024
Q4
$2.47M Buy
2024
Q3
$201K Buy
2023
Q4
Sell
2023
Q3
$5.61M Buy
2021
Q2
Sell
2021
Q1
$7.41M Buy
2019
Q4
Sell
2019
Q3
$5.29M Buy
2019
Q1
Sell
2018
Q4
$873K Buy
2014
Q3
Sell
2014
Q2
$456K Buy