Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
2025
Q1
Hold
2024
Q1
Sell
2023
Q4
$6.94M Sell
2023
Q3
$24M Buy
2021
Q2
Sell
2021
Q1
$251K Buy
2019
Q2
Sell
2019
Q1
$1.03M Buy
2018
Q4
Sell
2018
Q3
$351K Buy
2017
Q3
Sell
2017
Q2
$3.21M Buy
2015
Q4
Sell
2015
Q3
$2.74M Buy