Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
2025
Q1
$248K Sell
2024
Q4
$259K Hold
2024
Q3
$249K Hold
2024
Q2
$211K Sell
2024
Q1
$274K Sell
2023
Q4
$297K Sell
2023
Q3
$21.4M Buy
2023
Q2
$12.4M Sell
2023
Q1
$11.6M Buy
2022
Q4
$213K Buy
2022
Q2
Sell
2022
Q1
$231K Sell
2021
Q4
$224K Sell
2021
Q3
$231K Buy
2015
Q2
Sell
2015
Q1
$220K Buy