Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
2025
Q1
$658K Hold
2024
Q4
$548K Sell
2024
Q3
$628K Sell
2024
Q2
$1.73M Sell
2024
Q1
$1.85M Buy
2023
Q4
$1.7M Buy
2016
Q3
Sell
2016
Q2
$780K Buy
2016
Q1
Sell
2015
Q4
$4.07M Buy
2014
Q4
Sell
2014
Q3
$5.07M Sell
2014
Q2
$8.25M Buy